Rethink the Cost Conversation: IRA Assets and Long-Term Care Protection

About the Event

When a client says, “I can’t afford long-term care insurance,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets.

Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation.

You’ll explore:

Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance.

Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy.

The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address.

Who Should Attend

If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs, this session will help you explore another way to move the planning conversation forward.

Featured Speakers

• David Kopaloff, Brokerage/Marketing Specialist, Cavalier Associates
• Jen Wagoner, Regional Account Director, Care Solutions Sales Distribution, OneAmerica

Register now to add a practical qualified-asset strategy to your long-term care planning toolkit.