1. Long-Term Care Planning Class|Sat. January 12th at (9:00am)

    Bellevue, WA Conifer Building: Saturday January 12th, 9:00 - 11:00AM Speaker: Brian Ott, CLTC - Certified Long-Term Care Planning Specialist  As heard on KIRO Radio & KTTH Radio, Brian will be going in depth about how long-term care insurance plans work and all the new options that are available today. This is a great chance to come learn in a friendly educational environment. You will leave …Read More

  2. Asset Based Long-Term Care Class | Bellevue Mon. January 28th (10:00am)

    BELLEVUE, WA Conifer Building: Monday, January 28th 10:00am - 12:00PM Speaker: Brian Ott, CLTC - Certified Long-Term Care Planning Specialist  Who it’s for:  Those with at least a million dollars of assets or more. This class is aimed at individuals and couples who have accumulated assets and may be considering to self-fund long-term care costs in the future. What you will learn:  Did you kno…Read More

  3. History of the State Partnership Program

    Washington State joined 43 other states in 2012 by offering long-term care State Partnership programs. Simply put, the partnership program rewards individuals who purchase a qualifying long-term care insurance plan by allowing them to protect assets from Medicaid spend-down rules. The Robert Wood Johnson Foundation (RWJF) is the nation’s largest public health philanthropy and was commissioned by…Read More