2016 Tax Information on LTCi

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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).

  • Source of reference when working with individuals and business owners.
  • Showcase the potential tax benefits of paying LTCi premiums.
  • Could be used to reference the savings during a sale once you have established you are sitting with a business owner.

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.

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