Episode 12

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Published on:

28th Jul 2021

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

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About the Podcast

EWM INSIGHTS
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




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About your host

Profile picture for Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.