Asset Care Just Got More Flexible
We’ve made enhancements to our Asset Care® product suite, giving you more ways to help clients address long-term care concerns while aligning solutions to their unique financial goals.
What’s changed?
- New 3-year Acceleration of Benefits (AOB) option available for single-life and joint policies
- Additional qualified money funding options, including 5-year and 20-year annuity income rider designs paired with corresponding Asset Care payment durations
- Expanded inherited IRA opportunities, with eligible cases available for clients as young as age 35
- Greater ownership flexibility for cases where the annuity owner and Asset Care insured are different individuals
These enhancements provide additional case design flexibility, expanded tax-planning opportunities and more ways to help clients balance long-term care protection with legacy preservation goals.
Whether your clients are looking to maximize long-term care benefits, manage qualified assets more efficiently or create customized retirement strategies, Asset Care now offers even more ways to help.
Contact your Internal Wholesaler or watch our training video to learn more about these exciting enhancements.