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Long-Term Care Insurance

It’s a Bird…It’s a Plane…It’s YOU to the Rescue

Want to feel like a superhero?  Show your clients how purchasing a long-term care insurance policy has the potential to reduce their tax bill.

While it can’t help them to leap tall buildings in a single bound, a traditional LTCi policy can do some amazing things.  In addition to protecting what matters most – family relationships, the ability to stay at home as long as possible, and the savings they sock away for retirement – a traditional LTCi policy also gives your clients these tax-savings advantages:

 

Tax-Deductable Premium

Current tax laws allow for the deduction of either the actual premium paid for a tax-qualified LTCi policy or the eligible premium amount determined annually by the federal government.

Tax-Free Benefits

Policy benefits from a tax-qualified LTCi policy are intended to be tax-free as long as they don’t exceed the greater of qualified LTC daily expenses, or the per-day limitation ($360 in 2018).

We're here to help!

Check out Mutual of Omaha's tax guide to learn more about the unique advantages of traditional LTCi.
Tax Guide
Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080.

National Brokerage Associates, Inc. is not affiliated with The Leaders Group, Inc.

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