Mutual of Omaha: Tax Favorability of Traditional LTC

I am confident business owners would be very interested to know they can write off all or a major portion of their LTC premiums through a business.   Business owners love to take advantage of tax benefits afforded to them.

Guest Speaker:  Bill Beckett,  Advanced Markets, Mutual of Omaha

LTC Tax Favorability

-Benefit to Individuals

-Benefit to “C” Corporations

-Benefit to “Pass Throughs” (LLC, “S” Corps, Partnership, Sole Proprietors)

-How to Position the Benefit to your Business Owners

-Review Executive Carve Out

-Multi-Life Opportunities

-Gifting LTC

-Q & A