Mutual of Omaha-Discover Your Opportunity

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Sep 25, 2018 • LTCI Partners

Mutual of Omaha-Discover Your Opportunity

Mutual of Omaha

Mutual of Omaha

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-saving 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 our new tax guide to learn more about the unique tax advantages of traditional LTCi.

Coming Soon

Our email series continues in two weeks with more information about Mutual of Omaha's LTC Solutions. You'll discover we're the only carrier offering options to help your clients plan for their LTC needs.