Underwriting Evolution with Chief Underwriter, Ken Turscak

About the Event

You’re invited to an exclusive virtual event designed for financial advisors, featuring Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With over 30 years of experience at industry leaders like Lincoln Financial Group and MetLife, Ken has been instrumental in shaping underwriting practices.

This is a unique opportunity to learn how underwriting can enhance your advisory work and drive better client outcomes—all from the comfort of your office.

Topics Include:

• Underwriting Partnership: Insights on how Ken’s team simplifies the process, advocates for advisors, and ensures seamless collaboration.
• Case Packaging Strategies: Learn how detailed disclosures, strategic cover letters, and underwriting expertise lead to successful outcomes for complex cases.
• Setting Realistic Expectations: Best practices for quoting, understanding case nuances, and managing surprises.
• Emerging Trends & Niches: Explore underwriting’s critical role in tackling complex client scenarios.
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Tuesday, March 11, 2025 at 11 am Pacific

Zoom, Link provided upon registration