Understanding Base Only Annuity Care from One America

Discover the Power of Base-Only Annuity Care® (Session #2 with OneAmerica)

Welcome back to our second session featuring OneAmerica and hosted by EverVest! In this training, we break down how Base-Only Annuity Care® helps clients turn appreciated non-qualified annuities into simple, reliable long-term care benefits - all made possible through the Pension Protection Act (PPA).

You’ll learn how Indexed Annuity Care® (Base Policy) can transform idle assets into tax-free LTC benefits, strengthen retirement readiness, and deliver long-term protection without added complexity.

🎯 What You’ll Learn in This Session

What sets Base-Only Annuity Care® apart in today’s LTC marketplace
How this solution provides guaranteed, straightforward benefits that support both clients and their families
Ideal client profile: ages 75–87, appreciated non-qualified annuities, no income need, out of surrender, and long-term care concerns
How instant approval works - now available for cases up to $1 million
Real-world client examples showing how repositioning gains can create meaningful monthly LTC coverage

💡 Why You Should Watch
Confidently Present Annuity Care® - Learn how to position this as a streamlined, effective LTC funding strategy
Differentiate Your Practice - Deliver a solution backed by OneAmerica’s long-standing financial strength and innovation
Walk Away With Tools - Get actionable talking points, client scenarios, and ready-to-use materials for your next meeting

📊 Did You Know?

Nearly 70% of adults age 65+ will need some form of long-term care.
Many also own appreciated annuities they don’t need for income.
Thanks to the Pension Protection Act, those gains can be converted into income tax-free LTC benefits -- providing clients with flexibility, protection, and peace of mind.