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 […]
Looking for an edge on your next LTC case? How about showing prospects how they can use tax-advantaged dollars to help fund a SecureCare Universal Life policy? Join Newman Long Term Care and Jon Thomas from Securian Financial for a webinar on February 18 at 3 PM to learn how you can help some clients […]
Join us to learn about the unique tax advantaged opportunities related to Long Term Care Planning. Thomas Fridrich, JD, CLU, ChFC, Advanced Markets Specialist with Mutual of Omaha will share the following: - General IRC Codes related to tax deductibility - Discussion of entities who are eligible – How do I profile & segment? - […]
SecureCare III offers unique tax advantages to some clients. Join us to take a deep dive into these strategies and learn how you can help some clients leverage SecureCare III’s unique premium structure to provide potential tax deductions and savings. We’ll cover: What small business owners stand to gain from SecureCare III’s premium structure How […]
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 […]