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Give Clients More Than IUL Potential

September 10 @ 11:00 am - 11:30 am
Give Clients More Than IUL Potential

About the Event

Turn Product Features Into Stronger Client Strategies

Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide.

Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature, index-crediting options and supplemental benefits can support retirement income, Social Security and legacy-planning conversations.

The session will move beyond a product overview to explore client fit, positioning opportunities and practical ways to incorporate Secure Horizon into case design.

What You’ll Learn

  • Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.
  • Explore five S&P 500® crediting strategies. Learn how the available options work, including a trigger strategy designed to credit interest when the index is flat or positive.
  • Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.
  • The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.
  • Address income, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical, chronic or terminal illnesses.

Is This Session for You?

Attend if you work with clients who are:

  • Concerned about creating dependable retirement income
  • Looking for life insurance with index-linked growth potential
  • Preparing for uncertainty surrounding Social Security
  • Balancing income, living-benefit and legacy-planning needs
  • Interested in adding greater predictability to an IUL strategy

Featured Speakers

David Beas, Life Marketing Consultant, Cavalier Associates

Nick Lines, Regional Vice President, North American

Thursday, September 10, 2026 | 11:00 AM Pacific 

Zoom (link provided in your Zoom confirmation email)
Reserve your seat by completing the registration form

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Details

Organizer

  • Chris Hogan
  • Phone 805-409-4498
  • Email Chris.Hogan@CavalierAssociates.com

Venue

  • Virtual Event