The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss

About the Event

Long-term care can create three connected burdens for clients and their families: economic, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation.

Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care, where available and appropriate, to help clients prepare for long-term care using assets they already own.

What You’ll Learn

Use the Three Burdens framework to open more relevant and meaningful long-term care conversations.

Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy.

Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care.

Review the product’s underwriting and issue process, along with the role of the Care Benefit Concierge.

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.

Featured Speakers

• David Beas, Life Marketing Consultant, 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.