Use IRA Dollars to Fund Asset Care

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 20 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 20% income base bonus results in $180,000 to purchase a whole life face amount of $176,246. Then, using the income rider, the annuity disburses $18,000 per year for 10 years. 

 
That $150,000 qualified annuity generates a guaranteed annual income of $63,456 per person to help pay for qualifying LTC expenses… FOR LIFE!