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 (modify with your info and disclosures)
NON-CARRIER GUIDES:
Get your own customized LTCi Tax Guide e-Guide from the National LTC Network for just $15 with your logo and contact info
- Sample National LTC Network Tax Guide (customized PDF for $15)
- Click here to see example of the LTC Consumer Guide (also available to customize for $15)
- Order Form ($15/guide or both for $20)
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 – 2022 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)
OneAmerica
- Asset-Based LTC Benefits: Tax Guide for Individuals and Businesses (Producers)
- Income Tax Deductions for LTC Insurance (Consumers)
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
- LTCI Tax Deductibility Guide (Consumers)