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SUMMARY:Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors
DESCRIPTION:About the EventThis 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. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’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     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/closing-the-executive-coverage-gap-up-to-5m-guaranteed-issue-protection/
LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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