Annuity Care: Up to $1M Base Only with Instant Underwriting Decision
OneAmerica FinancialSM is sharing some exciting news to enhance your playbook! We proudly unveil improvements to both Annuity Care and Indexed Annuity Care products, effective immediately.
- Say hello to lightning-fast underwriting decisions with premiums soaring up to $1 million (previously $500,000) on base-only sales*.
- Clients can now secure instant approval by answering just a few short questions.
- As our valued financial professional, you are now eligible to earn commission on the full premium (up to $1M)!
If you have clients holding non-qualified annuities:
- Have their financial priorities shifted toward emergency funds or are they leaving a legacy for loved ones?
- Could they benefit from tax-free funds for potential long-term care needs in the future?
Annuity Care and Indexed Annuity Care offer strategies to enhance your clients’ financial security and create more certainty for better moments every day. Empower your clients to seamlessly transfer their non-qualified annuities, gaining tax-free access to cover long-term care expenses, regardless of cost basis and gain.
*Base-only annuity with no Continuation of Benefit (COB) add-ons.
**Instant approval for eApp only. Paper application process available with a 48-hour turnaround time. Normal 48-hour suitability review applies. Four questions for Annuity Care; Five questions for Indexed Annuity Care.
Note: For clients previously declined for Asset Care or Annuity Care with a Continuation of Benefits rider, any future offers would adhere to our prior underwriting decision. If we discover, following automatic approval, that the applicant previously applied and was declined for coverage, we reserve the right to void the secondary decision.