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Most IULs Offer Potential – Secure Horizon Offers Guarantees

August 25 @ 12:00 pm - 1:30 pm
Most IULs Offer Potential - Secure Horizon Offers Guarantees Lunch & Learn

About the Event

Why can Secure Horizon IUL make promises other products won’t? Because it was engineered around five powerful guarantees — from a guaranteed benefit base that grows at 150% of credited interest to an industry-first guaranteed income option. Every feature is built to deliver certainty, not just potential.

Join David Beas, Cavalier Associates, and Nick Lines, North American for a focused 90-minute session where we’ll break down exactly how these guarantees work, walk through real hypothetical scenarios, and show you why Secure Horizon is generating buzz among top producers.

What We’ll Cover:

    • Guaranteed Lifetime Income
      • The LifePay Income Benefit provides a reliable, guaranteed source of lifetime income — even to age 100 or beyond — with age-based payout factors locked in at policy issue. No market dependency. No expiration.
    • S&P 500 Trigger Strategies
      • Five ways to leverage the S&P 500, including the industry-first Dual Trigger. Earn credits when the market is flat or positive. Zero credit if it’s down. 100% downside protection, always.
    • SecureStage Supplemental Benefits
      • Included on every policy at no added premium. Addresses longevity (LifePay income for life), Social Security reduction (PlanGap 12-year payout), and legacy shortfall (Enhanced Death Benefit up to 120%).
    • PlanGap & Social Security Protection
      • 69% of Americans lack confidence Congress will fix the Social Security funding gap. The PlanGap Benefit can offset government-mandated reductions with a 12-year monthly payout — so your clients’ plan isn’t derailed by Washington.
    • Industry-Leading Participation Rates
      • Current participation rates up to 410% — among the strongest available in the IUL market today. Designed to help clients capture meaningful index-linked growth even in modest market environments.
    • Living Benefits & Accelerated Death Benefits
      • Access a portion of the death benefit while still living if diagnosed with a qualifying critical, chronic, or terminal illness — at no additional premium.

Event Host & Speaker:
👤 David Beas – Life Marketing Consultant, Cavalier Associates

👤 Nick Lines – Regional Vice President, North American

Tuesday, August 25, 2026 at 12:00 pm

Calo Kitchen & Tequila, 3333 Bristol St., Suite 1876, Costa Mesa, CA 92626

Questions about the event?

Reach out to Chris Hogan:

805-409-4498 | Chris.Hogan@CavalierAssociates.com

Details

Organizer

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

Venue

  • Calo Kitchen & Tequila, Costa Mesa
  • 3333 Bristol St., Suite 1876
    Costa Mesa, CA 92626 United States     + Google Map