Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Underwriting Uncovered – Field Underwriting Red Flags
March 5 @ 10:00 am - 11:00 am
About the Event
You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help move cases forward and improve outcomes for clients with complex underwriting profiles.
Featured Topic: Field Underwriting Red Flags
Top 5 pieces of information that derail a case
How to spot unstated impairments from basic fact-finding
Why financial justification is just as important as medical
Milliman Report – the carrier knows
Deepen your underwriting expertise and walk away with strategies you can apply immediately to place more challenging cases with confidence.
Event Details
Date & Time: Thursday, March 5, 2025 · 10:00 am Pacific
Location: Zoom (link provided in your confirmation email from Zoom)
About the Event
You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help move cases forward and improve outcomes for clients with complex underwriting profiles.
Featured Topic: Field Underwriting Red Flags
Deepen your underwriting expertise and walk away with strategies you can apply immediately to place more challenging cases with confidence.
Event Details
Questions about the event?
Reach out to Chris Hogan:
805-409-4498 | Chris.Hogan@CavalierAssociates.com
Details
Organizer