Cavalier Associates

Nationwide’s Care Matters Annuity
2026-06-04 10:30 - 11:30 (America/Los_Angeles)
About the EventYou’re invited to an advisor webinar exploring a practical approach to long-term care planning. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica as they introduce the Three Burdens of unplanned long-term care—economic, administrative, and emotional—and share a qualified money rollover strategy that can help clients fund long-term care coverage without new out-of-pocket dollars. Featured Topics: The Three Burdens framework for opening meaningful LTC planning conversationsUsing qualified money and IRA rollovers to fund long-term care solutionsOneAmerica’s Annuity Care with simplified underwriting, near-immediate issue, and the Care Benefit Concierge platformWalk 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. Event Details Date & Time: Tuesday, July 21, 2026 · 11:00 am PacificLocation: Zoom (link provided in your confirmation email from Zoom)

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