Tax Strategy Archives - Gilman Agency

Annuity Insurance Insurance Basics & Compliance Personal Insurance Tax Strategy

Not Every “ADL Benefit” on an Annuity Is a Tax-Free LTC Benefit

By Marc Gilman (800) 927-9326 | marc@gilmanagency.com Two annuity illustrations can both mention an "ADL benefit," use the same 2-of-6…

Marc GilmanAugust 24, 2026

Insurance Long-Term Care Personal Insurance Tax Strategy

Six Tax-Smart Strategies to Fund a Long-Term Care Insurance Policy

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways Tax-qualified LTC insurance benefits are tax-free — up…

Marc GilmanAugust 21, 2026