BELLEVUE, WA Conifer Building: Friday, September 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 Come learn why self-insuring is obsolete due to recent changes in the Pension Protection Act.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

Register Now