This month, we focus on the common misconceptions about what government cover when it comes to extended care. Long term care costs will become unsustainable for state and federal governments. That is why they offer so many incentives to plan for your own care:
- Tax credits or Deductions
- State Partnership Programs
- 1035 Exchanges for LTCi
- Benefits from the Pension Protection Act
Use this months’ tools to help your clients understand the need to care for their own future care.
FEATURED TOOLS
- Prospecting Letter or Email
- Newsletter Content – Dollar for dollar asset protection should you ever need long-term care
NON-CARRIER GUIDES (Download Only):
- National LTC Network Tax Guide
- Guide to LTC Planning using 1035 Exchanges
- Guide to LTCI Partnership Programs
Newman Long Term Care:
CARRIER GUIDES:
Mutual of Omaha
- LTCi vs. Medicare and Medicaid – Sales Idea (Producers)
- State Partnership Program Overview and Training Requirements Guide (Producers)
- Partnership Inflation Requirements by State (Producers)
- Partnership Brochure (Consumers)
- Tax Advantages for Individuals (Consumers)
- Tax Advantages for Business Owners (Consumers)
- Agent Tax Guide
National Guardian Life (NGL)
- State Partnership Requirements (Producers)
- 1035 Exchanges and LTC – Flyer (Producers)
- Agent Tax Guide
OneAmerica
- The Pension Protection Act and Long-Term Care: Frequently Asked Questions (Producers)
- Asset-Based LTC Benefits: Tax Guide for Individuals and Businesses (Producers)
Securian
- Tax Sales Success e-Toolkit, includes:
- SecureCare Tax Guide (Producers)
- Using HSA Dollars to Pay for LTC (Producers)
- LTC Tax Deduction Worksheet: Individual (Consumers)
- Tax Presentation (Producers)
- Businesses: Sole proprietor, S corporation and partnership (Producers)
- Businesses: Key employee coverage and C corporation owner/employee (Producers)
- Businesses: LTC tax deduction worksheet: key employee and C corp (Consumers)
- Businesses: LTC tax deduction worksheet: S corp (Consumers)
- Businesses: Tax reference guide: LTC policies offered as an employee benefit (Consumers)
Thrivent
- Partnership Requirements by State (Producers)
- LTCI Tax Deductibility Guide (Consumers)