Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities

About the Event

Join us for an exclusive Lunch & Learn event designed specifically for financial advisors who want to drive meaningful client outcomes and increase their sales opportunities. Discover powerful strategies that leverage existing client assets, particularly when traditional replacement sales aren’t effective.

Topics:

• How to uncover hidden liquidity in mature life insurance policies and create compelling conversion sales opportunities.
• Ways to reposition liquidated policy funds into annuity-based long-term care solutions, generating lifetime income and providing tax-advantaged, guaranteed care benefits.
• Step-by-step processes and key financial considerations to seamlessly integrate these asset repositioning strategies into your advisory practice.

Guest Speaker:

• Adam M. Cavalier, Principal Cavalier Associates

Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients!

Wednesday, July 30, 2025 from 12-1 pm

Water Grill, 3300 Bristol Street, Costa Mesa, CA 92626

Lunch Provided