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2/10: LTC Tax Advantages Overview
February 10, 2021 @ 3:00 pm – 4:00 pm CST
Join the NewmanLTC team to learn the basics of what you (and your clients) should know. Throughout this presentation, we will provide sales ideas and help you identify prospects to target.
- The tax deductibility rules for 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