Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Stump the Underwriter…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
October 16, 2025 @ 10:00 am - 11:00 am
About the Event
You’re invited to an exclusive advisor session designed to give you real-time solutions for your hardest-to-place life cases. Whether your cases were rated, declined, or stuck in underwriting, Ken and Adam will share insider strategies to help you secure better outcomes for your clients.
Featured Topics:
Depression, Anxiety, & Bipolar – What underwriters really look for
Field Underwriting Red Flags – The most common advisor oversights
Tips for submitting informal applications to secure better VIP outcomes
Strategies to position challenging cases for quicker approvals
Bring your toughest scenarios and walk away with actionable insights you can apply immediately.
Event Details
Date & Time: Thursday, October 16, 2025 · 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 designed to give you real-time solutions for your hardest-to-place life cases. Whether your cases were rated, declined, or stuck in underwriting, Ken and Adam will share insider strategies to help you secure better outcomes for your clients.
Featured Topics:
Bring your toughest scenarios and walk away with actionable insights you can apply immediately.
Event Details
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
Details
Organizer