Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Underwriting Uncovered – Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
August 27 @ 10:00 am - 11:00 am
About the Event
You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help move cases forward and improve outcomes for clients with complex underwriting profiles.
Featured Topic:Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
How carriers view justification across ages and professions
Business owner cases: key-person vs. buy-sell vs. estate planning
When to involve advanced sales or reinsurance
Deepen your underwriting expertise and walk away with strategies you can apply immediately to place more challenging cases with confidence.
Event Details
Date & Time: Thursday, August 27, 2026 · 10:00 am Pacific
Location: Zoom (link provided in your confirmation email from Zoom)
About the Event
You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help move cases forward and improve outcomes for clients with complex underwriting profiles.
Featured Topic: Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
Deepen your underwriting expertise and walk away with strategies you can apply immediately to place more challenging cases with confidence.
Event Details
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