Webinar

Turn Qualified Funds into Long-Term Care Solutions

Wednesday, October 21, 2026 | 3:00 p.m. ET

Join us for an educational webinar with Dan Thomey, Long-Term Care Wholesaler at Crump, and DJ Mormile from OneAmerica, as they explore how financial professionals can help clients reposition qualified assets, leverage tax advantages, and incorporate the growing range of Long-Term Care (LTC) annuity solutions into their retirement and extended care plans.

Webinar Topics Include:

  • The importance of extended care planning and today's long-term care challenges
  • Strategies for using qualified assets to help address future care expenses
  • Why the LTC annuity market is gaining momentum among financial professionals
  • Planning opportunities using life/LTC hybrid and annuity-based LTC solutions
  • How to reposition existing qualified assets to create tax-efficient LTC benefits
  • Extended care planning considerations for affluent and ultra high-net-worth clients

Speakers

Dan Thomey, CLTC
LTC External Wholesaler
Crump

       

      

DJ Mormile, CLTC
Account Director - Care Solutions
OneAmerica
 

For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. 

© 2026 Crump Life Insurance Services. All Rights Reserved.

10.26 ALL-15272-NP, exp, 10.27