Loading Episode...
EWM INSIGHTS - Paul Bertrand Ellis, CIMA® EPISODE 12, 28th July 2021
UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer
00:00:00 00:23:27

UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer

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

More Episodes
12. UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer
00:23:27
11. EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and Speaker
00:34:07
10. EWM INSIGHTS with Special Guest - Kandace Barnes, Mukilteo Chamber of Commerce, President and CEO
00:28:18
9. Party Announcement - Mukilteo Music at the Beach!
00:14:02
8. EWM INSIGHTS with Special Guest - Agnes Kim, Senior Strategic Partner, Microsoft/ Xbox
00:37:28
7. EWM INSIGHTS with Special Guest Kenny Kasperbauer, Team USA Athlete Part II
00:30:42
6. EWM INSIGHTS with Special Guest - Kenny Kasperbauer, TEAM USA
00:30:14
5. EWM INSIGHTS with Special Guest - Scott Tupper, Founder and CEO Onda Origins
00:43:52
4. EWM INSIGHTS with Special Guest Kyle Johnson, Attorney at Law, Arbitration and Mediation
00:33:37
3. EWM INSIGHTS with Special Guest Mario Lotmore
00:32:31
2. EWM INSIGHTS with Special Guest - Head Coach Masaki Matsumoto
00:32:21
1. EWM INSIGHTS with Special Guest J. Donovan Smith
00:43:01
6. EWM INSIGHTS with Special Guest Emily VU
00:23:45
5. EWM INSIGHTS with Special Guest LT CDR Josette Curtis
00:30:53
4. EWM INSIGHTS with Special Guest Catherine White
00:28:26
3. EWM INSIGHTS with Special Guest DARRION HOLIWELL
00:40:46
2. EWM INSIGHTS with Special Guest - MATT MARTIN
00:25:33
1. EWM INSIGHTS with special guest Officer Jacob Hubby
00:38:08