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The Evolving Landscape of Life Insurance Underwriting – Costa Mesa

December 9, 2025 @ 12:00 pm - 1:00 pm

About the Event

Over the past year, life insurance underwriting has seen dramatic change—driven by technology, shifting risk appetites, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak, Chief Underwriter, to unpack the biggest developments and what they mean for advisors and their clients.

Key topics include:

  • AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?
  • The LTC Shift in Underwriting: How evolving risk assessment is reshaping life, hybrid, and asset-based LTC products—including life with rider strategies, built-in living benefits, and LTC annuities.
  • Carrier Capacity & Guidelines: Evolving retention, reinsurance, and underwriting manual differences driving new outcomes in foreign national and traditional cases.
  • Emerging Niches: Updates on Multiple Sclerosis, Sleep Apnea, HIV, Parkinson’s, Cancer history, Marijuana, and more.

Hosted by:

  • David Beas, Life Marketing Consultant, Cavalier Associates
  • Ken Turscak, Chief Underwriting Officer, Cavalier Associates

Tuesday, December 9, 2025 at 12:00pm

Water Grill, 3300 Bristol St, Costa Mesa, CA 92626

Lunch Provided

Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.

Questions about the event?

Reach out to Chris Hogan:

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

Details

Venue

  • Water Grill, Costa Mesa
  • 3300 Bristol St
    Costa Mesa, 92626 United States

Organizer

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