Not All Indexed ULs Are Created Equal

About the Event

Join Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don’t Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their platform apart—and why now is the time to take a closer look.

What You’ll Learn:

• Why partnering with Annexus can transform your practice
• Exclusive index strategies to help fund care planning more efficiently
• How and why Annexus selects its carrier partners—and why that matters to you

Featured Speakers:

• JT Bell, Vice President, Life Insurance Division for Annexus
• Jon Elder, Life Sales Director, Annexus
• David Kopaloff, Life Marketing Consultant, Cavalier Associates

Hosted by: Cavalier Associates and John Hancock Life Insurance Company

Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients!

Wednesday, June 18, 2025 from 12-1 pm

Il Moro Ristorante, 11400 Olympic Blvd, Los Angeles, CA 90064 (entrance off Purdue Ave)

Lunch Provided