BELLEVUE, WA Conifer Building: Monday, May 20th 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 know many people will mistakenly pay more in taxes in a long-term care situation than it would have cost them to set up an 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 Come learn why self-insuring is obsolete due to recent changes in the Pension Protection Act.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 reposition 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