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Indexed Annuity Care

The Indexed Annuity Care is the perfect choice if you're planning a secure future. With its easy to understand terms, it gives you peace of mind with guaranteed benefits.

It's designed to increase your retirement income without any risk. A spotlight of this annuity is its exceptional long-term care coverage. For a worry-free retirement, Indexed Annuity Care is a solid option!

Indexed Annuity Care

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About Product

Type

Fixed Index

Purpose

Long-Term Care

Term

9 Years

Surrender schedule

Fee withdrawal:

10%

Market Value Adjustment

Return Of Premium

Minimum Contribution

$50,000

Maximum Contribution

$1,000,000

Max Age Qualified

Types Of Funds

Non-Qualified, 1035 Exchange, and TSP

Indexed Annuity Care is a fixed indexed annuity that provides benefits for qualifying LTC expenses. With Indexed Annuity Care, you can grow your assets, protect them from downside risk and help create a barrier between yourself and the risks associated with LTC.

Available in states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WV, WI, and WY

Allocation Accounts

Name	Type	Rates
1-Year Fixed Account	Fixed	3.2% Fixed
1-Year S&P 500 PTP Cap	Point to Point Annual	5.05% Cap
1-Year S&P 500 PTP Participation Rate	Point to Point Annual	40% Participation
1-Year S&P 500 PTP Monthly Average Cap	Point to Point Annual Monthly average	6% Cap
1-Year S&P 500 PTP Monthly Average Participation Rate	Point to Point Annual Monthly average	67% Participation

Surrender schedule

Year	1	2	3	4	5	6	7	8	9
Penalty	9%	8%	7%	6%	5%	4%	3%	2%	1%

Hypothetical Projection

Comparison against S&P 500 using current rates

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Investment Amount

Riders

Name	Inbuilt	Fee
Long-Term Care Insurance Rider	Yes

Waivers

Death

Premium Notes

Note: Roth TSP funds have to be rolled into a Non-Qualified option.

Withdrawal Provisions

Partial WithdrawalsThere are no surrender charges assessed on any qualifying LTC benefit withdrawal. For non-LTC withdrawals, up to 10 percent of the account value after year 1 may be taken free of a surrender charge. Minimum withdrawal amount is $500. Full surrenders within 12 months of a partial surrender result in recapture of the waived surrender charges, subject to state variations.

Company Founded: 1877

TOP Rated Company

OneAmerica Financial Partners, Inc.

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