🗓️ Date: Monday, June 16th

⏰ Time: 1:00 p.m. CT (only 30 minutes—keeping it quick and actionable)

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

Do you have clients worried about long-term care (LTC) costs eating into their retirement savings? Do they have non-qualified annuities?

What is Annuity Care?

Annuity Care is a single-premium deferred annuity that:

• Includes built-in LTC benefits to protect your retirement income stream if the need for care arises

• Allows you to transfer gains from an existing annuity and withdraw later income for eligible LTC expenses, all tax-free as a result of the Pension Protection Act (PPA).

• Offers a higher credited rate of interest on qualified LTC expenses

Why should you learn more?

Value to You:

• Revenue and Retention: Tap into a high-demand product with strong earning potential

• Streamlined Underwriting Process: Upfront clarity and “instant approval” through the e-application

Secure Your Clients’ Future:

• Strategic Asset Optimization: Convert taxable assets to tax-free when used for qualifying LTC expenses

• One-Time Premium: No ongoing payments or unexpected increases, unlike many traditional LTC policies

We value your time and know you’re busy, so we’re keeping this session to just 30 minutes. Register today to get equipped with the resources you need to integrate this powerful product into your toolkit

Questions? Contact our team at lifesales@ociservices.com or give us a call us at (402) 330-8700.