The Unique Tax Advantages of Traditional LTCi
Featuring: Stephen Alloy
Cost: Free to attend!
Topics: Before Tax Season comes to a close…
Don’t forget to mention potential tax advantages to your LTCi clients!
Join us as Mutual of Omaha’s Advanced Markets Specialist, Stephen Alloy, discusses the tax-saving potential of a traditional LTCi policy. Plus we’d cover unseen taxes avoided by having LTCi instead of having to sell off assets, such as avoiding capital gains, additional income taxes, losing the basis step up, etc.
Learn how you can help individuals and business owners reduce their tax bill while planning for their future long-term care needs.