| |
|
|
| Life Markets |
 |
| SALES IDEA |
| |
| Use IRA Dollars to Fund Asset Care |
| 25 percent income base bonus |
| |
| Asset Care Annuity Funding Whole Life is a deferred fixed-interest annuity with an income rider. The income rider allows the annuity to fund the underlying whole life policy over 10 years. |
| |
|
|
|
Did you know that when you transfer a portion of your clients qualified money into this funding option, they receive a bonus applied to their income base of up to 25 percent? This bonus provides extra value for your clients, and you can help make sure their protection lasts as long as they need it with the Lifetime Continuation of Benefits option.
Consider this hypothetical example:
|
|
|
|
David, 61 and Sue, 60;
Married couple, non-smokers in good health
David and Sue can reposition $150,000 of their qualified funds into the Asset Care Annuity Funding Whole Life option. Their 25% income base bonus results in $187,500 to purchase a whole life face amount of $196,479. Then, using the income rider, the annuity disburses $18,750 per year for 10 years.
That $150,000 qualified annuity generates a guaranteed annual income of $70,732 per person to help pay for qualifying LTC expenses... FOR LIFE!
|
|
|
| |
|
|
|
|
|
|
|
Note: All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary.
Products issued and underwritten by The State Life Insurance Company® (State Life), Indianapolis, IN, a OneAmerica company that offers the Care Solutions product suite. Asset Care Form number series: ICC18 L302, ICC18 L302 JT, ICC18 R537, ICC18 R538, ICC18 R532, ICC18 R533, ICC18 SA39 and ICC18 R540. Not available in all states or may vary by state. All factors should be weighed before replacing an existing life insurance or annuity.
NOT A DEPOSIT • NOT FDIC OR NCUA INSURED • NOT BANK OR CREDIT UNION GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE
For use with financial professionals only. Not for public distribution.
I-33323
|
|
|
|
OneAmerica® is the marketing name for the companies of OneAmerica.
The companies of OneAmerica® : American United Life Insurance Company®, The State Life Insurance Company®, OneAmerica Retirement Services LLC, McCready and Keene, Inc., OneAmerica Securities, Inc., and Pioneer Mutual Life Insurance Company®, a stock subsidiary of American United Mutual Insurance Holding Company.
© OneAmerica Financial Partners, Inc. All rights reserved.
|
|
|
|
| |
This email was sent by:
OneAmerica
, P: (717) 448-2016
We respect your right to privacy – view our policy |
| |
|
|
|
|
|
|
|
