Cavalier Associates In-Person Events

About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-Connelly Estate Planning: Exploring downstream consequences and buy-sell issues Corporate Insurance Structures: NQDC, Split Dollar, Cross-Purchase, Insurance […]

About the Event Financial advisors don’t miss this unique opportunity to dive into underwriting insights with Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With 30+ years of experience—including leadership at Lincoln Financial and MetLife—Ken will cover practical ways underwriting can elevate your advisory services and client outcomes. Underwriting Partnership: Ken’s approach to building effective […]

About the Event This exclusive event is designed to explore advanced life insurance, estate, tax, and accumulation planning strategies for foreign national and international clients. Join us for an intimate gathering featuring a curated lunch experience and expert insights from Rey Castro, Symetra Regional Vice President. Tailored life insurance solutions for international clients Cross-border estate […]

About the Event This exclusive event is designed to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients. Join us for an intimate gathering featuring a curated lunch experience and expert insights from Shawn Britt, Director of LTC Initiatives at Nationwide Financial. Topics Include: Strategies for affluent and mass […]

About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for an in-person lunch event to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients. David and Shawn bring extensive experience in crafting LTC solutions for complex family […]

About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person happy hour event to explore advanced underwriting strategies and solutions for your clients. Ken brings extensive experience in crafting underwriting solutions for complex client scenarios. Topics Include: Current trends and advances in […]

About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person lunch event to explore advanced underwriting strategies and solutions for your clients. Ken brings extensive experience in crafting underwriting solutions for complex client scenarios. Topics Include: 15 years ago vs. today: The […]

About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Jen Wagoner, Regional Sales Director at OneAmerica Financial, for an exclusive in-person lunch event. Together, we'll explore innovative LTC solutions, including: Coming Soon to California: New Annuity-Funded Whole Life Solution Annuity Care: A Smart Alternative Asset-Based LTC for the Maturing Business Owner Don't […]

About the Event Join Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don't Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their […]

About the Event Join Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don't Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their […]

About the Event Join David Kopaloff, Life Marketing Consultant at Cavalier Associates, and Karen Hoffman, Vice President, Advanced Planning at Prudential Financial, as they share cutting-edge strategies. What You’ll Learn: Unlock Hidden IRA Value Address Major Legacy Threats Identify and Engage Ideal Clients Featured Speakers:  Karen Hoffman, CLU, ChFC, CASL, Vice President, Advanced Planning, Prudential […]

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 […]