Whole Life with LTC Offered to 33,000 WA State, Aerospace Union Members

Challenge

The State of Washington imposed a new tax on anyone working in the state meant to fund a long-term care plan for WA residents. Unions and employers needed a solution for employees and union members to “waive out” of this tax if the person already has a long-term care product that qualified under the state rules. The state offered limited guidance regarding union members and a rushed timeline to offer an alternative once guidance was provided.

Solution

Two-week setup of 100% self-service enrollment with approved Whole Life with LTC Rider including specific union and employer branded sites with payroll and ACH payment options.

Result