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
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