Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
The Evolving Landscape of Life Insurance Underwriting – Glendale
December 10 @ 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
Wednesday, December 10, 2025 at 12:00pm
Pardis, 738 N Glendale Ave, Glendale, CA 91206
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.
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:
Hosted by:
Wednesday, December 10, 2025 at 12:00pm
Pardis, 738 N Glendale Ave, Glendale, CA 91206
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.
Register Now!
Details
Venue
Glendale, CA 91206 United States + Google Map
Organizer