The 1 Move to Turn Existing Annuities into Dual-Purpose, Tax-Free LTC Solutions

Your clients work hard for their retirement—help them protect it and plan for increasing costs of care using assets they already have.

Offer a smart repurposing strategy that:

  • Preserves retirement income, ensuring the money they have reserved isn’t depleted by an LTC need.
  • Experiences growth through higher interest rates and options to capitalize on market gains while protecting assets from losses during downturns.
  • Gives them more control by considering care preferences before needs arise.
  • Allows them to leave a legacy by passing on assets if they never have an LTC need or have cash value remaining upon death.

Spend just 30 minutes with OCI and OneAmerica to get the tools and talking points you need to bring this solution to your next client conversation.

🗓️ Date: Monday, June 16th

⏰ Time: 1:00 p.m. CT (only 30 minutes—we know your time is valuable)

💻 Platform: Zoom (link provided via email upon registration)

🎙️ Speaker: Brent DeGroot, OneAmerica Financial