News Release

ACLI Applauds White House Long-Term Care Initiative;
Urges Federal Government to Support Private Sector Solutions

Washington, D.C. (January 19, 2000) - The American Council of Life Insurers - which represents more than 80 percent of the private long-term care insurance industry - today applauded the $3,000 annual long-term care tax credit proposed by the White House. But the ACLI asked President Clinton to broaden his initiative and work with Congress to provide tax relief for those who take personal responsibility for their long-term care needs by purchasing private insurance.

"President Clinton's initiative will focus much-needed public attention on a problem that already plagues one in four American families, and that will reach crisis proportions as the baby boomer generation reaches retirement," said ACLI President and CEO Carroll Campbell. "We are greatly encouraged that President Clinton is spotlighting this growing problem.

"A tax credit for families grappling with long-term care needs today is vital for easing their immediate burden," Campbell said. " But over the long run, encouraging the purchase of private insurance will be crucial for meeting the nation's long-term care needs without crippling taxpayers and already strained government programs."

Campbell called on President Clinton and Congressional leaders to include tax incentives for purchasing long-term care insurance in addition to the tax credit for current long-term care costs. "We believe many consumers would choose this more cost-effective and flexible route," he said.

"The President's proposal for a $3,000 tax credit for American families with long-term care needs addresses only part of the problem," Campbell said. "It is just as important to provide an incentive for people who are still healthy and who are still working to protect themselves and their families through private sector products. At least 19 states have established tax deductions or tax credits for long-term care insurance premiums, and it's time that the federal tax code followed suit."<

He pointed to bipartisan legislation that was introduced in Congress last year that would have established an "above the line" tax deduction for long-term care policy premiums - the same kind of

deduction already allowed for contributions to 401(k) plans, IRAs and other retirement security products. The bills were sponsored in the House by Connecticut Republican Nancy Johnson and Florida Democrat Karen Thurman, both of the Ways and Means Committee, and in the Senate by Iowa Republican Charles Grassley, chairman of the Aging Committee, and Florida Democrat Bob Graham, who along with Grassley serves on the Finance Committee. An above-the-line deduction was included in last year's omnibus tax bill, which was vetoed by President Clinton. New legislative attempts to establish an above-the-line tax deduction for long-term care insurance are expected this year.

The White House estimates the cost of its long-term care initiative at $28 billion over 10 years. Congress's Joint Committee on Taxation estimates the cost of an above-the-line federal tax deduction for long-term care insurance premiums at $8.7 billion over 10 years.

Campbell also praised another component of the White House initiative: a proposal to make the federal government a "model employer" by offering private long-term care insurance as a benefit to federal employees. Congress is currently considering several bills to do just that. At least 18 state governments have already enacted enabling legislation to make long-term care insurance available as a benefit for their employees.

"Too many individuals - and their families - end up facing financial and emotional devastation when the need for long-term care arises, and they're confronted with the reality of what government programs can't do for them," Campbell said. "The White House and Congress need to act now to encourage people to incorporate private insurance products into their financial and retirement planning."

 

The American Council of Life Insurance is a Washington, D.C.-based trade association. Its nearly 500 companies offer life insurance, annuities, pensions, long-term care insurance, disability income insurance and other retirement and financial protection products. ACLI member companies have 88 percent of the long-term care insurance in force in the United States.