Support materials during tax season
Now that tax season has arrived, John Hancock is prepared to support you with numerous materials that cover LTC insurance tax considerations. They are pleased to share with you a number of tax-related materials that will provide you with detailed information on the tax treatment of LTC insurance premiums. The following are a list of materials that are available for financial professional use only. Understanding the tax deductibility of long term care insurance premiums can help increase your sales.
- GFR-TX
LTCI Tax Guide
A guide that provides tax information and an overview of the rules and regulations governing the tax deductibility of tax-qualified LTC insurance. It also addresses the tax deductibility or exclusion of premiums paid, and the exclusion of benefits from adjusted gross income. Orderable. - LTC-1199
State LTCI Tax Incentives Guide
A state by state guide that can be used in determining the various LTC insurance state tax credits or deductions for a particular states as well as state specific regulations. Download only. - LTC-3227
Taxation of LTCI – Producer Training Presentation
This is a training PowerPoint for use with producers on the tax deductibility of LTCI premiums and comes complete with speaker notes. Download only. - BSHARK-TAX
Brainshark Presentation – Taxation of LTCI Premiums
Brainshark presentation for Taxation of LTCI Premiums. Download only.
- BSHARK-W9
Brainshark Presentation – New Business Changes, W-9 and Beneficiary Form
Training presentation for the new business application submission changes – W-9 form and new Beneficiary Form.. Download only.