1. Asset Based Long-Term Care Class | Bellevue June 23rd

    BELLEVUE, WA Conifer Building: Saturday June 23rd, 9:00 - 11:00AM 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 know ma…Read More

  2. Long-Term Care Planning Class: Thurs. July 19th, 7-9pm

    Bellevue, WA Conifer Building: Thursday July 19th, 7:00 - 9:00PM 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 this…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