Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Join David Beas, Marketing Consultant at Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for a virtual session to explore actionable long-term care (LTC) planning techniques tailored for affluent and mass affluent clients.
With extensive experience in LTC solutions, David and Shawn will share their expertise in addressing complex client needs.
Topics Include:
Strategies for affluent and mass affluent clients
Planning for divorce, remarriage, and cohabitation
About the Event
Join David Beas, Marketing Consultant at Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for a virtual session to explore actionable long-term care (LTC) planning techniques tailored for affluent and mass affluent clients.
With extensive experience in LTC solutions, David and Shawn will share their expertise in addressing complex client needs.
Topics Include:
Tuesday, February 4, 2025 at 11 am Pacific
Zoom, Link provided upon registration
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