Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors

Employer-sponsored coverage can provide a valuable foundation, but plan limits may leave key employees with a meaningful protection gap. For advisors, that gap can create an opportunity to bring business-owner clients a stronger executive benefits solution, deepen existing relationships, and generate additional revenue. 

Join Rick Eskin, CEO of Dye & Eskin, Inc., and David Kopaloff, Brokerage/Marketing Specialist at Cavalier Associates, for an in-person lunch and learn at Water Grill. They will explore how executive carve-out solutions may provide up to $[CONFIRM MAXIMUM COVERAGE AMOUNT] in guaranteed-issue coverage for eligible cases—and how third-party administrator support can help move the strategy from conversation to implementation. 

What You’ll Learn 

• How to identify executive coverage gaps within existing benefit programs 

• Where a guaranteed-issue carve-out solution may fit for key employees 

• How to position the strategy with business-owner clients and key decision-makers 

• How executive benefits planning can strengthen client relationships and create additional revenue 

• How TPA support can help streamline case implementation 

Reserve Your Seat 

Join us for lunch, networking, and a practical look at an executive benefits opportunity you can bring to the right business-owner clients.