Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person lunch event to explore advanced underwriting strategies and solutions for your clients.
Ken brings extensive experience in crafting underwriting solutions for complex client scenarios.
Topics Include:
15 years ago vs. today: The evolution of underwriting relationships
Navigating AI, COVID influences, and changing underwriting guidelines
Concierge underwriting programs—myths & realities
Setting client expectations and communicating underwriting changes
Thursday, March 27, 2025 from 12-1 pm
Fogo de Chão, 2121 Rosecrans Ave. Suite 1399, El Segundo, CA 90245
About the Event
Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person lunch event to explore advanced underwriting strategies and solutions for your clients.
Ken brings extensive experience in crafting underwriting solutions for complex client scenarios.
Topics Include:
Thursday, March 27, 2025 from 12-1 pm
Fogo de Chão, 2121 Rosecrans Ave. Suite 1399, El Segundo, CA 90245
Lunch Provided
Register Now!
Details
Organizer
Venue
El Segundo, CA 90245 United States