The Retirement Firewall: Planning for a Health Crisis

Help clients connect living benefits to their retirement priorities—and start the conversation before the illustration.

About the Event

Your clients may prepare for market volatility. But how would a critical illness or long-term care need affect the retirement savings they’ve worked to build?

Join Cavalier Associates for a practical session on using life insurance with living benefits to help clients plan for these risks. Kevin Yerkovich of John Hancock will explore how one policy with appropriate riders can help address premature death, covered critical illnesses, and qualifying long-term care needs.

Learn how to connect these benefits to your clients’ retirement priorities. You’ll also learn a word-for-word conversation script to help clients understand the planning need before you present an illustration.

You’ll learn:

Identify the planning gap: Help clients consider how a health crisis could affect their retirement savings and financial priorities.

Connect coverage to client needs: Explore how death benefit protection, critical illness benefits, and long-term care benefits can work within a retirement protection strategy.

Start the conversation before the illustration: Use a practical script to establish the need and introduce the role of living benefits.

Who Should Attend

Advisors helping clients build toward, approach, or navigate retirement who want to bring health-related risks into the planning conversation.

Featured Speakers

• David Kopaloff, Brokerage/Marketing Specialist, Cavalier Associates
• Kevin Yerkovich, Regional VP, John Hancock