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SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes
DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.      \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com
URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/
LOCATION:OH
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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