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SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles
DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612    \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        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          \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-los-angeles/
LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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