Help your clients take advantage of a key aspect of Long Term Care Insurance - tax deductions. Share this brochure with them to present an overview of the rules and regulations concerning the tax implications of qualified long-term care insurance (LTCI). It addresses the tax deductibility or exclusion of premiums paid, and the exclusion of benefits from Adjusted Gross Income (AGI).
Download this and then email your contacts to make it available to them. This is a great way to show that you are watching out for them and potentially uncover a referral, cross-sale, or other opportunity.