1. Asset Based Long-Term Care Class | Bellevue February 27th, 10am-12pm

    Bellevue, WA Conifer Building: Tuesday February 27th, 10:00 - 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

  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. Asset Based Long-Term Care Class | Bellevue March 10th

    BELLEVUE, WA Conifer Building: Saturday March 10th, 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 m…Read More