In an effort to help insurance professionals build relationships with accountants and tax professionals, the American Association for Long-Term Care Insurance has produced a comprehensive guide, aimed at accountants and CPAs, outlining the tax advantages available to long-term care insurance owners.
The guide is the latest marketing tool from AALTCI and includes current tax information for individuals, business owners and employer groups.
Accountants are a rich source of referrals because they generally have the trust of their clients and see them on a regular basis, typically around tax time. However, many accountants still do not understand the tax-advantaged status of long-term care insurance or some of the simple planning strategies that can benefit their clients, especially those who own businesses or are self-employed.
To help the roughly one million accountants, CPAs and professionals assisting individuals and business owners with tax preparation, the new brochure provides comprehensive information on tax advantages offered to Americans who own long-term care insurance.
