WA State Long Term Care ACT Update with Special Guest Robb Stottlemyer

EWM Private Client Insights

SUBJECT: UPDATE Washington State - The Long Term Care Trust Act.

There is a small window of opportunity for Washington State residents to

apply for an exemption from the premium tax.

Washington State Legislators have passed a bill to create and publicly

fund, through mandatory payroll tax deductions, an insurance program

aimed at providing basic Long Term Care benefits.

Special Guest: Robb Stottlemyer , Duncan Advisor Resources, Director of Life Brokerage Sales

Topics Covered:

• What is Washington State Long Term Care Trust Act?
• How Much is the Premium Tax?
• What Does It Cover?
• When Does It Begin?
• Can You Opt Out?
• Steps You Should Consider Taking Next ...

Additional Resources:

Ellis Wealth Management

Paul Ellis, President and Managing Director

phone: 425-405-7720

email: paul.ellis@elliswealthmanagement.net

Duncan Advisors Resources

Robb Stottlemyer, Director of Life Brokerage Sales

phone: 724-279-4049

email: robb.stottlemeyer@duncanar.com