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The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology – Costa Mesa
October 23, 2025 @ 12:00 pm - 1:00 pm
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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About the Event
This luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives, repositioning client assets, and mastering client communications for more successful LTC planning outcomes.
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You’ll walk away with ideas you can put in front of clients immediately, positioning yourself as the one who helps them take advantage of these changes while building your own book.
Thursday, October 23, 2025 12:00pm
Water Grill, 3300 Bristol St ,Costa Mesa, CA 92626
Lunch Provided
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
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Venue
Costa Mesa, 92626 United States