Worksite LTCi Is Advantageous to Your Employer Clients

The “ideal” employer client is one with a distinct executive class and can vary in industry. Law and architecture firms, doctor groups, CPA organizations are great candidates, but even industries such as manufacturing or tree trimming could be a good fit if they have that distinct executive class or a willingness to fund LTCi for employees.

The tax advantages that come with an LTCi program are attractive to any employer client. The IRS' treatment of employer-funded LTCi creates significant savings both employers and employees alike.

*Entities other than C‐Corps are subject to the age based eligible premium table set by the IRS

Disclaimer: A taxpayer seeking advice with regard to a particular situation must consult with his or her independent tax advisor.

Thomas O'Keefe

Safe Harbor Associates LLC, Milford, MI

“ARM is the perfect partner in employee benefit administration. Whether it’s the establishment of a new Worksite group or service of an existing program, ARM’s hands-on approach makes it as simple for me as the broker as possible. Their support has allowed me to streamline the administration process, freeing up more time to focus on expanding my network of clients.”