Access our latest Care Solutions marketing campaign materials to engage with clients.
Z6_1P1811C0JON3E0AH7IVMC930C2
Z7_1P1811C0JON3E0AH7IVMC930S1
Web Content Viewer
Actions
This site is intended for use by financial professionals only. Are you a financial professional?
INDEXED ANNUITY CARE
Indexed Annuity Care can change the way your clients prepare for long-term care (LTC). Never before has an indexed annuity’s upside growth potential been combined with the LTC benefits and guarantees you’ve come to expect from OneAmerica®.
With Indexed Annuity Care, your clients gain:
The ability to link their annuity’s growth to four separate indexing strategies, including point-to-point and monthly average or a fixed account.
Tax benefits of the Pension Protection Act, including income tax-free withdrawals for qualifying LTC expenses.
Access to leveraged LTC benefits that exceed the policy’s value.
Optional extended or lifetime benefits with guaranteed premiums for qualifying LTC expenses.
Illustrations available: Demonstrate the value of Indexed Annuity Care now through Sales Connection (iPipeline), or contact your wholesaling team.
Producer resources
Get to know Indexed Annuity Care
View the Indexed Annuity Care Brainshark video for a quick producer overview.
sales and marketing guide
View the complete product guide, including specs, indexing options, LTC benefits and tax overview, sales tips, new business processes, frequently asked questions and more.
ppa case study
Learn how your clients can receive Indexed Annuity Care’s tax advantages for LTC benefits.
Consumer resources
For the materials available for use in your state, please reference the links at the bottom of the page.
prospecting mailer
Order and send this mailer to prospective clients who may be good candidates for Indexed Annuity Care. Mailers include a reply card for prospects to request more information.
client flyer
This short description of Indexed Annuity Care is ideal for clients who want to know the basics.
client worksheet
Use the Continuation of Benefits Rider rate calculator or OneAmerica illustration to complete this worksheet and talk with clients about Indexed Annuity Care LTC benefits.
historical values
This brochure demonstrates hypothetical account value growth based on the historical performance of the indexed crediting strategies.
Care Solutions core materials landing page
This landing page has a wealth of sales materials for Asset Care and other Care Solutions products. Be prepared to make the sale by viewing and ordering relevant sales materials.
Z7_1P1811C0JON3E0AH7IVMC930S3
Web Content Viewer
Actions
NOTES: Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May go down in value
OneAmerica® is the marketing name for the companies of OneAmerica.
Indexed Annuity Care is underwritten and issued by State Life, Indianapolis, Ind. Form numbers SA36, R529 PPA, R529, R530 PPA and R530 are not available in all states and may vary by state.
For financial professional use only. Not for public distribution.
