Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
This inaugural lunch in the Business Lifecycle Planning Series brings together financial advisors and insurance professionals for a 90‑minute, conversation‑driven discussion on strategies business owners need at every stage of their company’s lifecycle. No slides and no sales pitch—just advisor-level dialogue focused on protection planning, executive benefits, succession planning, and business-owner solutions.
What You’ll Learn:
Attendees will explore how planning needs evolve from startup through growth, maturity, and transition.
Topics include:
Key person protection
Buy-sell agreement funding
Executive compensation strategies
Life Insurance in Retirement Planning (LIRP)
Estate equalization
Succession planning
Prudential’s business valuation tool
Event Host: 👤 David Beas – Life Marketing Consultant, Cavalier Associates
Speakers:
👤 Karen P. Hofmann, CLU, ChFC, CASL – Vice President – Advanced Planning Group, Prudential Individual Life Insurance
👤 Sean Coughlin – Regional Vice President -Los Angeles, Prudential Individual Life Insurance
Thursday, June 25, 2026 at 12:00 pm
Paul Martin’s American Grill, 12594 N Mainstreet, Rancho Cucamonga, CA 91739
Complimentary parking available at Victoria Gardens surface lot.
About the Event
This inaugural lunch in the Business Lifecycle Planning Series brings together financial advisors and insurance professionals for a 90‑minute, conversation‑driven discussion on strategies business owners need at every stage of their company’s lifecycle. No slides and no sales pitch—just advisor-level dialogue focused on protection planning, executive benefits, succession planning, and business-owner solutions.
What You’ll Learn:
Attendees will explore how planning needs evolve from startup through growth, maturity, and transition.
Topics include:
Event Host:
👤 David Beas – Life Marketing Consultant, Cavalier Associates
Speakers:
👤 Karen P. Hofmann, CLU, ChFC, CASL – Vice President – Advanced Planning Group, Prudential Individual Life Insurance
👤 Sean Coughlin – Regional Vice President -Los Angeles, Prudential Individual Life Insurance
Thursday, June 25, 2026 at 12:00 pm
Register Now!
Details
Organizer
Venue
Rancho Cucamonga, CA 91739 United States + Google Map