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How to Identify Life Insurance Replacements, Multi-Generational Wealth Building, and IUL Built for Small Business

August 19 @ 12:00 pm - 1:00 pm
How to Identify Life Insurance Replacements, Multi-Generational Wealth Building, and IUL Built for Small Business

About the Event

When was the last time you took a hard look at your clients’ inforce life insurance? Too often, outdated policies sit untouched missing the mark on performance, protection, and planning potential. This session is about changing that.
 
Join us for an insightful session presented by David Beas , Cavalier Associates and Nick Majors, Lincoln Financial, where we’ll explore how to turn underperforming life insurance into a revenue-generating, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM.
 
Here’s what we’ll cover:
  • How to spot replacement-ready policies—by carrier, product type, and outdated structure
  • Strategies for using life and LTC insurance to build lasting, multi-generational plans
  • An IUL solution tailored for small business owners looking for protection and flexibility

Speaker:

  • David Beas, Marketing Consultant, Cavalier Associates
  • Nick Majors, Sales Vice President, Lincoln Financial

Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients!

Tuesday, August 19, 2025 12:00pm

Nick’s Pasadena, 336 S Lake Ave, Pasadena, CA 91101

Lunch Provided

Questions about the event?

Reach out to Chris Hogan:

805-409-4498 | Chris.Hogan@CavalierAssociates.com

Details

Organizer

  • Chris Hogan
  • Phone 805-409-4498
  • Email Chris.Hogan@CavalierAssociates.com

Venue

  • Nick’s Restaurant, Pasadena
  • 336 S Lake Ave
    Pasadena, 91101 United States