Annuity Care

Deferred annuity that allows monthly withdrawals for qualifying LTC expenses (subject to
monthly maximums)

• A higher interest rate is credited to funds withdrawn for LTC expense
• An optional Continuation of Benefits can extend LTC benefits beyond the annuity value

Issue Ages: 50-85

Minimum Premium: $10,000 (may vary by state)

Maximum Premium: $500,000

Funds Accepted: CDs, IRAs, Other qualifying funds, Mutual funds, Annuities, Savings and money markets

Annuity Care II

Deferred annuity that allows monthly withdrawals for qualifying LTC expenses (subject to monthly maximums)

• A higher interest rate is credited to funds withdrawn for LTC expenses
• A built-in Continuation of Benefits extends LTC benefits beyond the annuity value and is purchased through an insurance charge deducted monthly from the annuity values

Issue Ages: 40-80

Minimum Premium: $10,000 (may vary by state)

Maximum Premium: $500,000 ($300,000 if inflation protection is selected)

Funds Accepted: Non-qualifying premium sources only

Indexed Annuity Care

Deferred annuity that allows monthly withdrawals for qualifying LTC expenses (subject to monthly maximums)

• Built-in increase in value for qualifying LTC expenses
• An optional Continuation of Benefits that extends LTC benefits beyond the annuity value

Issue Ages: 40-85

Minimum Premium: $50,000

Maximum Premium: $500,000 (single premium only)

Funds Accepted: IRA , Non-qualifying, Qualifying

ImmediateCare SPIA

Single-premium immediate annuity

Issue Ages: 50-90

Minimum Premium: $10,000

Maximum Premium: N/A

Funds Accepted: CDs, Cash, Mutual funds, Stocks, Money market account, Qualifying money such as IRAs

Legacy Care

Single-premium deferred annuity

Issue Ages: 0-99 (single annuitants only)

Minimum Premium: $10,000

Maximum Premium: $500,000

Funds Accepted: Non-qualifying or qualifying IRA