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UID:31126-1785405600-1785409200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n          \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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