- This event has passed.
OneAmerica Asset Based LTC – Annuity Care
May 22, 2018 @ 10:00 am - 10:30 am
Registration details to come
Invest in a fixed annuity to efficiently use the assets you have earmarked for long-term care. Use the annuity’s value to cover your first few years of care, then protect yourself beyond that with an optional coverage extension*. Access to the long-term care benefits can even be income tax-free.
Have you saved and invested enough to live on during retirement? Then consider designating some of your provisions for end-of-life care or long-term care. You can transfer existing savings or other assets to a special type of annuity that combines long-term asset growth with long-term care benefits.
- Single premium option — Use existing assets, such as a CD, savings or another annuity, as a one-time-only premium payment and avoid ongoing, non-guaranteed premium payments
- Added value for care — Your accumulated value grows at a guaranteed minimum interest rate; when you withdraw money for long-term care expenses your funds get credited at an even higher interest rate
- Tax-free benefits — Pay no income tax if you use your annuity for qualifying long-term care expenses, regardless of the deferred gain (subject to monthly maximums, and premiums funded after-tax)
- May 22, 2018
10:00 am - 10:30 am
- View Organizer Website