The tax advantages of planning with Long-Term Care insurance (LTCi) Webinar
June 11 @ 1:00 pm – 2:00 pm CDT
A key reason to consider insurance as part of your extended-care plan is for the many tax advantages LTCi offers. LTCi benefits are 100% tax-free and premiums may be deductible. This course is designed to provide sales ideas, help you identify LTCi prospects, and familiarize you with:
• Deductibility rules for individuals and businesses.
• How to use 1035 Exchanges.
• Dollar-for-dollar asset protection from state partnership plans.
• Differences in deductibility between traditional and asset-based LTCi.
• Using Health Savings Accounts (HSAs) to fund insurance.
• Case studies.
