The Right Hat for Life’s Hardest Seasons
Integrating Care Funding into Retirement Strategy
On a ranch, you don’t wait for the storm to start preparing.
You choose the right hat for the season ahead.
Retirement planning often focuses on income and investments.
This conversation focuses on how extended care expenses fit into that structure — before decisions become reactive.
🟣 OUR MISSION
Lonestar Legacy Insurance exists to help families prepare for life’s hardest seasons before crisis hits, so they can protect their dignity, stay in control, and pass on a legacy without confusion, conflict, or financial loss.
This Legacy Planning Session is a structured starting point — not a product presentation and not a one-call close. We review how extended care expenses could affect your retirement income, asset distribution, and long-term objectives, and determine whether further analysis is appropriate. I believe in understanding your full picture before discussing any solutions, and this initial conversation simply establishes whether a coordinated care-funding strategy should be developed.
This conversation begins a process, it does not end in a product decision.
© 2026 Copyright. All rights reserved.
Karen Burkholder Insurance Agency, LLC
Licensed Texas Insurance Agency
National Producer Number Agent: 17685812
National Producer Number Agency: 18254959
All calls recorded for quality and compliance
Not connected with or endorsed by the U.S. government or the federal Medicare program.
Karen Burkholder provides insurance based retirement and long term care solutions funded through rollovers and 1035 exchanges. No securities or investment services are offered.
469-425-3220
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