- This event has passed.
Maximize unused annuity dollars for tax-free benefits
August 22 @ 2:00 pm - 3:00 pm
Are taxable gains holding your clients back from accessing their non-qualified annuities? And are they planning for – or would they benefit from protecting against – future long-term care (LTC) expenses?
If so, OneAmerica FinancialSM has a solution.
Our Annuity Care® and Indexed Annuity Care products allow your clients to transfer non-qualified annuities tax-free to utilize for qualified LTC expenses regardless of the cost basis and gain.
It’s a great time to help your clients get additional value out of their annuity dollars – and give them the opportunity for tax-free benefits at the same time.