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 Financial has a solution.

Our base-only Annuity Care® and Indexed Annuity Care products allow your clients to1035 exchange non-qualified annuities to utilize tax-free for qualified LTC expenses regardless of the cost basis and gain.

This is a huge opportunity for clients in their 70s & 80s who have non-qualified annuities with large amounts of gains!

Join us for a 20-minute webinar on Thurs., Aug. 22, 2024, at 2:00 p.m. ET where we’ll share:
· How the Pension Protection Act (PPA) of 2006 works
· How the PPA can help you bring additional value to your clients’ non-qualified annuities
· Potential for instant approval with only five client questions
· How your clients gain access to a dedicated claims concierge with this opportunity