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The $1.37 Million Blind Spot: Dominating Retail Case Design

July 28 @ 11:30 am - 1:00 pm
The $1.37 Million Blind Spot: Dominating Retail Case Design

About the Event

This strategic briefing completely flips the script on traditional life insurance sales, shifting the focus away from basic wellness perks and into hard, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price, out-plan, and out-illustrate your competition.

What will be covered:

    • Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costs
    • Supercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange, without increasing the client’s planned premium.
    • Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges, extending a policy’s duration by up to 32 years under severe stress-test conditions.
    • Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of schedule

Event Host & Speaker:
👤 David Kopaloff – Brokerage/Marketing Specialist, Cavalier Associates

👤 Kevin Yerkovich – Sales Vice President, John Hancock

Tuesday, July 28, 2026 at 11:30 am

Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612

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Details

Organizer

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

Venue

  • Il Fornaio, Irvine
  • 18051 Von Karman Ave
    Irvine, CA 92612     + Google Map