Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Join us for an exclusive Lunch & Learn for forward-thinking financial advisors looking to stay ahead in a rapidly evolving market. This insight-packed session will reveal three key takeaways to help you better understand the growing Life Settlement Industry and how it can unlock added value for your clients.
Topics:
Understanding Life Settlements and Their Financial Benefits
The Life Settlement Process and Financial Implications
Integrating Life Settlements into Financial Planning
Guest Speaker:
Adam M. Cavalier, Principal Cavalier Associates
Stuart Little, National Sales Director Abacus Life
Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients!
Thursday, July 31, 2025 from 12-1 pm
Fogo de Chão, 2121 Rosecrans Ave, Suite 1399, El Segundo, CA 90245
About the Event
Join us for an exclusive Lunch & Learn for forward-thinking financial advisors looking to stay ahead in a rapidly evolving market. This insight-packed session will reveal three key takeaways to help you better understand the growing Life Settlement Industry and how it can unlock added value for your clients.
Topics:
Guest Speaker:
Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients!
Thursday, July 31, 2025 from 12-1 pm
Fogo de Chão, 2121 Rosecrans Ave, Suite 1399, El Segundo, CA 90245
Lunch Provided
Register Now!
Details
Organizer
Venue
El Segundo, CA 90245 United States