This content is currently being updated. If you are looking for certain marketing pieces or content, please contact Craig Roers at CraigR@NewmanLTC.com for assistance.
March LTCI Marketing Tools Menu
Our robust selection of tools can be a bit overwhelming, so we've broken it out into an easy to digest menu of options. Just as you might in a restaurant, tackle only what you think you can finish.
Follow our selection guidelines for the best experience. Only have time for appetizers? No problem. Want a four course meal? We've got you covered.
Right now, taxes are on everyone's minds, so what better time to educate your clients on the incredible tax advantages of Long Term Care Insurance?
Not only might they be able to deduct some or all of their premiums, but when they need care their benefits will be paid 100% TAX-FREE.
We like to say that LTCI is the most tax-advantaged product on the market. Share this message with your clients by using the tools below!
Starters (Pick 2) Quick and easy, these pieces are easy to share and don't take much time to prepare.
Like traditional icebreakers, they are ideal for use in networking events or other social engagements. They also offer easy ways to work bring up LTCI near the end of phone conversation.
In addition, they can be used in Social Media such as Facebook or LinkedIn, as these sites offer more character space than Twitter.
Special (Just in!) HIGHLY RECOMMENDED: The 2015 Guide to Tax Breaks & Incentives
Through our partnership with the National LTC Network, NewmanLTC is able to offer you access to this third party E-guide to share with your clients. Click here to download.
Entrees (Pick 1) These pieces are all pretty hearty, and take a bit more work, so don't bite off more than you can chew. Pick just one, and do it well.
Feature Article
Submit to your local newspapers or trade publications with your name and contact information. Print under your name and include as an envelope stuffer, larger email or use as website/blog content.
Fill in your agency and contact information in the areas provided and send to your local papers or trade publications. Modify and use as an envelope stuffer, email or website/blog content.
Designed for Twitter use with enough room to add a link, email address, etc. Tweet these short blurbs throughout the month. They also work great as a passive marketing taglines you can include in your email signature.
Blog/newsletter article
Designed for shorter article use like those favored in print or electronic newsletters (ConstantContact, CoolerEmail, etc.).
Dessert We are pleased to share with you a number of tax-related producer materials that will provide you with detailed information on the tax treatment of LTC insurance premiums. The following are a list of materials that are available for financial professional use only.
A guide that provides tax information and an overview of the rules and regulations governing the tax deductibility of tax-qualified LTC insurance.
It also addresses the tax deductibility or exclusion of premiums paid, and the exclusion of benefits from adjusted gross income.
A state by state guide that can be used in determining the various LTC insurance state tax credits or deductions for a particular states as well as state specific regulations.
A sales ideas that focuses on how tax season is a great time to discuss long-term care insurance with your clients.
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Disclaimer: By using any of these pieces, you are assuming all responsibility for the content of these pieces. Please use as you wish, and modify as needed to meet your own compliance requirements.
Newman Financial Services, LLC dba Newman Long Term Care is not liable for any errors or omissions contained herein, or in any state or company compliance issues that may arise from improper use of these items.
Tax Incentives Prospecting Brochure: