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11/12: The Tax Advantages of Planning with Long Term Care Insurance
November 12, 2020 @ 12:00 pm – 1:00 pm CST
LTCi might be one of the most tax-favorable solutions available. Learn the basics of what you (and your clients) should know. We will discuss:
– The tax deductibility rules individuals and for businesses
– Using Health Savings Accounts or 1035 Exchanges to efficiently fund a policy
– The Pension Protection Act’s special consideration for retired public safety officers (including firefighters and law enforcement)
– State tax incentives or deductions that may be available
– Dollar-for-dollar asset protection from the state partnership plans
– The differences in deductibility between traditional and asset-based LTCi
– Case studies
– Provide ideas and help identify prospects to target
Register here: https://newmanltc.zoom.us/webinar/register/8216043479684/WN_WPAzXLlQTuyrvEbXY4hGoA