PSALA Chapter Roundtable - Washington Long-Term Care Trust Program: What Employers Need to Know

Date: Tuesday, April 20, 2021
Time: 12:00-1:15pm
Location: Online via Zoom

Register Today! – Zoom link will be included in confirmation email.

In 2019, Gov. Jay Inslee signed the Washington State Long Term Services and Supports (LTSS) Trust Act into law, which establishes a new 0.58% tax on employee wages beginning in 2022 to fund state-provided long-term care assistance. There are many considerations for employers as they prepare to comply with this new payroll tax requirement.

We are pleased to offer this member roundtable opportunity to learn more and benefit from the expertise of our valued PSALA Business Partners on this important and rapidly-evolving topic!

Meet The Panelists

Dave Jones, CLTC, VP Life Practice Leader, Benefits Consultant
HUB International, LLC, PSALA Gold Sponsor

Dave serves businesses and individuals to help with insurance protection solutions. The most rewarding work he enjoys in employee benefits and personal planning comes from clients who are willing to have an open dialogue and relationship. This process allows a more holistic approach in planning and making recommendations of potential solutions. Dave enjoys educating clients with his 20/20 hindsight that 40 years in the industry has given him. As a practice leader within HUB Northwest he and his team are committed to helping businesses and individuals build and protect what matters to them most.

HUB, as a full brokerage firm, equips his practice to consult and guide clients to the proper solutions.

Noel A. Evans, Advisor, Director of LTC
AHT Insurance, PSALA Bronze Sponsor

Noel A. Evans resides in Washington, DC and is Director of LTC for AHT, a Baldwin Risk Partner. With over 14 years in the industry, Noel has dedicated his career to helping individuals and business owners find solutions to the challenges that an LTC event brings. In his role at AHT, Noel focuses on helping his colleagues find the best solutions for their clients with a focus on Group LTCi. He is licensed with every major carrier and in nearly all 50 states.

Noel believes that LTC planning is best achieved through education and focuses his efforts on LinkedIn, webinars and seminars, articles, whitepapers, and by collaborating with other specialists like elder law attorneys, caregiving specialists, CPAs, financial planners, and insurance advisors in other specialties.

Jim Gregson, Principal, Vice President, Account Executive
Parker, Smith & Feek, PSALA Bronze Sponsor

Jim is a Principal, Vice President, and Account Executive in the Employee Benefits Department at Parker, Smith & Feek. He specializes in evaluating client needs and working on long term strategies to help employers attract and retain high performing workforces. Additionally, Jim leads the firm’s Professional Services Practice Group.

He began his insurance career in 1998 at Aetna and then moved to the insurance brokerage sector in 2001, joining Parker, Smith & Feek in 2008. He holds the Certified Employee Benefits Specialist (CEBS) professional designation.

Jim is a member of the Washington Health Alliance’s Healthcare Economics Committee, a director for the Overlake Hospital Foundation, a member of the Friends of Youth Resource Development Committee, and an Advisory Board Member for Parent Trust for Washington Children. He is also a director for the Seattle Architecture Foundation, and a director for the Design Build Institute of America, co-leading the Diversity, Equity, and Inclusion Committee.

Constance “Connie” Carroll, Insurance Professional
Pillar International Insurance Advisors, PSALA Bronze Sponsor

Connie has over 20 years of experience in insurance planning and advanced underwriting for individuals and corporations. Connie acts as an advisor to businesses on succession planning, key employee and executive benefit plans. She advises families and individuals on estate planning, personal protection strategies, and managing the risk of long-term care.

Connie is a member of the Association of Advanced Life Underwriting (AALU) and is a member of M Financial Group’s Diversity and Inclusion Committee. She is a board member of Pacific Northwest Insurance Council (PNWIC), an industry group committed to advocacy and fundraising for Provail, a Seattle-based nonprofit organization whose mission is to help people with disabilities fulfill their life choices. She is the Past President of the Board of Directors for Elizabeth Gregory Home, a nonprofit organization that provides resources and a welcoming refuge for women at risk or in need.

Karen Dacek, Insurance Professional
Pillar International Insurance Advisors, PSALA Bronze Sponsor

Karen joined Pillar in 2017 and focuses her practice on lifelong income protection in the business (multi-life) and individual markets. Her product expertise includes life, disability and long-term care insurance concepts.

Karen began her career in life and disability insurance when she joined Paul Revere brokerage in 1991. She has also worked with UNUM Life Insurance, where she was a nationally-recognized sales consultant and earned the designation of Representative of the Year in 1998. It was at UNUM that Karen honed her knowledge of combining traditional group and individual product lines to help maximize benefits for key executives. From there, she joined RA Bench (later sold to Kibble and Prentice/USI).