The favorable tax treatment of LTC products remains unknown to many Americans. Help your clients understand the taxation and tax benefits of long term care solutions in both individual and business settings. Explore the consumer and producer reference pieces below.
FEATURED TOOL
Prospecting Letter or Email offering a consumer tax guide
NON-CARRIER GUIDES:
Get your own customized LTCi Tax Guide e-Guide for from the National LTC Network for just $10 with your logo and contact info
- National LTC Network Tax Guide (example with NewmanLTC branding)
- Click here to see examples of both the Tax Guide and Consumer Guide (order customized versions of both for just $15 total)
- Order Form
Please note that the use of the National LTC Network guide is subject to your own Compliance department’s rules and regulations
Newman Long Term Care:
- Tax Primer – Treatment of Tax Qualified LTCI Premiums – 2021 Revision
- Taxation Case Study – A Great Fit for Farmers
CARRIER GUIDES:
Mutual of Omaha
- Tax Advantages for Individuals (Consumers)
- Tax Advantages for Business Owners (Consumers)
- Agent Tax Guide
National Guardian Life (NGL)
Thrivent
- LTCI Tax Deductibility Guide (Consumers)
Transamerica
- LTCI Tax Guide (Producers)