March 12, 2001 Edition

 

LTC Tax Deduction Bill Cheers Industry

 

By Steven Brostoff

 

Washington

 

Insurance agents and companies are lining up in support of legislation introduced by Rep. Nancy Johnson, R-Conn., establishing a tax deduction for the purchase of long-term care insurance.

 

"This is a top priority for NAIFA and AHIA," says David Winston, vice president of government affairs for the National Association of Insurance and Financial Advisors, Falls Church, Va.

 

AHIA is the Association of Health Insurance Agents, a NAIFA affiliate.

 

"We are hopeful we can get this done this year," Winston says.

 

Chip Kahn, president of the Health Insurance Association of America, says that long-term care remains the largest unfunded liability facing the baby boom generation. "Rep. Johnson’s legislation offers Americans real protection against the often-catastrophic cost of long-term care," he says.-

 

Carroll Campbell, president of the American Council of Life Insurers, adds that the average one-year cost of nursing home care will increase from $50,000 today to $190,000 annually in 2030, which translates to $97,000 in 2001 dollars.

 

"With private long-term care insurance coverage, people will be able to guarantee they get the assistance they want and need in retirement, while protecting their retirement savings," Campbell says.

 

The legislation, H.R. 831, would allow individuals to take a 100% above-the-line deduction for long-term care insurance premiums.

 

An above-the-line deduction means it is available to all taxpayers, whether or not they itemize their deductions.

 

In addition, H.R. 831 permits long-term care insurance to be offered under cafeteria plans and flexible spending arrangements.

 

For a policy to qualify for the deduction, it would have to meet a variety of consumer protection standards outlined in the long-term care model regulation developed by the National Association of Insurance Commissioners.

 

The standards include guaranteed renewability and noncancelability, a requirement to offer inflation protection and a prohibition against pre-existing condition exclusions and probationary periods in replacement policies.

 

H.R. 831 has drawn bipartisan support. In addition to Johnson, original co-sponsors are Reps. Karen Thurman, D-Fla.; Jim McCrery, R-La.; and Earl Pomeroy, D-N.D.

 

 

Reproduced from National Underwriter Life & Health/Financial Services Edition, March 12, 2001. Copyright © 2001 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.