The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss

About the Event

You’re invited to an advisor webinar exploring a practical approach to long-term care planning. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica as they introduce the Three Burdens of unplanned long-term care—economic, administrative, and emotional—and share a qualified money rollover strategy that can help clients fund long-term care coverage without new out-of-pocket dollars.

Featured Topics:

• The Three Burdens framework for opening meaningful LTC planning conversations
• Using qualified money and IRA rollovers to fund long-term care solutions
• OneAmerica’s Annuity Care with simplified underwriting, near-immediate issue, and the Care Benefit Concierge platform

Walk away with a practical, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets.

Event Details

• Date & Time: Tuesday, July 21, 2026 · 11:00 am Pacific
• Location: Zoom (link provided in your confirmation email from Zoom)