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
June 25 @ 10:00 am - 11:00 am
About the Event
Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session. This is your chance to bring in those tricky life cases. Whether rated or declined and get real-time input on how to turn them around. Ken and Adam will walk you through actionable underwriting strategies covering topics such as:
Marijuana usage
Prostate cancer
Diabetes
GLP-1 usage
Anxiety medications
Ken and Adam will help quickly assess and provide solutions for your hardest-to-place cases.
They’ll also share tips on proposing informal applications for VIP clients to help you secure favorable outcomes before a formal submission.
To accommodate your schedule, we’re offering this session on multiple dates — choose the one that works best for you:
About the Event
Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session. This is your chance to bring in those tricky life cases. Whether rated or declined and get real-time input on how to turn them around. Ken and Adam will walk you through actionable underwriting strategies covering topics such as:
Ken and Adam will help quickly assess and provide solutions for your hardest-to-place cases.
They’ll also share tips on proposing informal applications for VIP clients to help you secure favorable outcomes before a formal submission.
To accommodate your schedule, we’re offering this session on multiple dates — choose the one that works best for you:
Zoom: Link provided upon registration.
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
Details
Organizer