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5/24/22: The Tax Advantages of Planning with LTC Insurance
May 24, 2022 @ 1:00 pm – 2:00 pm CDT
The Tax Advantages of Planning with LTC Insurance
Tuesday, May 24 at 1:00 PM Central
A key reason to consider insurance as part of your extended care plan is because LTCi has many tax advantages. The benefits are paid 100% tax-free and premiums might be deductible. This session was designed to provide sales ideas and help you identify LTCi prospects. In this session, we discuss:
- Deductibility rules for individuals and businesses.
- Using 1035 Exchanges
- Dollar-for-dollar asset protection from state partnership plans.
- The differences in deductibility between traditional and asset-based LTCi.
- Case studies
Presented by Ronald Lutes, CFP, CLU, ChFC, RICP, CASL, CAP, FIC, Advanced Markets Consultant, Thrivent
