1. Long-Term Care Planning Class| Sat. December 14th at (9:00am)

    Bellevue, WA Conifer Building: Saturday, December 14th, 9:00AM - 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 le…Read More

  2. 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

  3. They Don’t Compete…They Protect

    Many financial advisors look at asset based long-term care plans as a financial product that competes with your financial investments. Otherwise, what is the rate of return the financial advisor can get on your money versus depositing it with the insurance company? The truth is, asset based long-term care plans are not like your other investments. Instead they are insurance products that guarantee…Read More