Mastering Underwriting with Chief Underwriter Ken Turscak

About the Event

Financial advisors don’t miss this unique opportunity to dive into underwriting insights with Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With 30+ years of experience—including leadership at Lincoln Financial and MetLife—Ken will cover practical ways underwriting can elevate your advisory services and client outcomes.

• Underwriting Partnership: Ken’s approach to building effective advisor partnerships and simplifying the process.
• Case Packaging: Master disclosures, cover letters, and underwriting expertise for optimal approvals. 
• Setting Expectations: Realistic quoting and preparing for underwriting surprises.
• Top Niches & Trends: Where underwriting shines in complex cases.

Tuesday, December 10, 2024 from 12:00-1:00pm

Water Grill, 3300 Bristol St, Costa Mesa, CA 92626

Lunch will be Served