UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer - a podcast by Paul Bertrand Ellis, CIMA®
from 2021-07-28T12:00
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
Further episodes of EWM INSIGHTS
Further podcasts by Paul Bertrand Ellis, CIMA®
Website of Paul Bertrand Ellis, CIMA®