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DTSTART;TZID=America/Los_Angeles:20261103T110000
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SUMMARY:The Conversations Driving Large Life Insurance Sales
DESCRIPTION:About the EventWhen 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 AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/the-conversations-driving-large-life-insurance-sales/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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