Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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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
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
Details
Organizer
Venue
Rancho Cucamonga, CA 91739 United States + Google Map