Cavalier Associates In-Person Events

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 […]

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 […]

About the Event When was the last time you took a hard look at your clients’ inforce life insurance? Too often, outdated policies sit untouched missing the mark on performance, protection, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas , Cavalier Associates and Nick Majors, […]