UPDATED – SecureCare TAX Materials with 2022 Figures

We’ve updated the suite of SecureCare tax materials with 2022 numbers – this includes updating the:

  • Tax presentation
  • SecureCare tax guide for finpros
  • HSA sales idea
  • S corp sales idea
  • Consumer tax reference guide: LTC policies as an employee benefit
  • Individual LTC tax deduction worksheet
  • S corp LTC tax deduction worksheet

You can find links to all the updated materials by checking out our SecureCare tax sales success e-toolkit.

The kit links to our entire suite of tax marketing materials and outlines a turn-key sales strategy to put each piece into action.