Upcoming Events
Funding a Long-Term Care Plan with Retirement Accounts
Bellevue, WA Conifer Building: Friday April 27th, 10:00 – 12:00PM
Speaker: Brian Ott, CLTC – Certified Long-Term Care Planning Specialist
Come and learn how you can reposition a portion of your retirement accounts and fund a long-term care plan that provides immediate coverage. The money we pull out of the retirement accounts today will be taxed over a 20-year period and will also count towards the Required Minimum Distributions that you are required to take at age 70 ½ . This is one of the most popular plans available for people in or approaching retirement.
You will learn:
– What is long-term care and what triggers a claim
– How long-term care insurance works
– How Asset Based Plans work and are guaranteed to pay you back
– How Self-Insuring stacks up against True Long-Term Care Planning
– How to spread out the taxes on retirement accounts and get coverage started today
Who this class is for:
This class is aimed at those near or in retirement that have a large amount of money in retirement accounts that has not been taxed yet. It will cover the advantages of using retirement accounts to put long-term care in place and cover the tax advantages available under the Pension Protection Act.
Seating is limited for this special edition class.
Attendees will receive a free copy of our book: A Guide to Long-Term Care Planning
Long-Term Care Planning Class
Bellevue, WA Conifer Building: Saturday June 2nd, 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 this workshop knowing more than most consumers and advisors.
You will learn:
– What is long-term care and what triggers a claim
– How long-term care insurance works
– Different types of plans including: Traditional, Asset Based, Hybrid and Critical Care
– How Medicaid Planning and Self-Insuring stack up against True Long-Term Care Planning
– How the new plans have made planning for long-term care easier and more advantageous than ever.
Attendees will receive a free copy of our book: A Guide to Long-Term Care Planning
Asset Based Long-Term Care Planning Class
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 many people will mistakenly pay more in taxes in a long-term care situation than it would have cost them to set up a insurance plan to pay for the care needed? Come learn why self insuring is obsolete due to recent changes in the Pension Protection Act. We will discuss how new asset based plans allow you to preposition a small part of your assets into an approved plan that guarantees a tax-free benefit for long-term care and pays you back with interest if you don’t use it for care.
We will go in-depth and review how asset based plans work and learn about the advantages of the different plans available today. You will learn how you can set up a plan that will guarantee you more money back even if you don’t use long-term care yet protects your entire estate from the high cost of an extended care situation.
Attendees will receive a free copy of our book: A Guide to Long-Term Care Planning
