BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.16.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260506T113000 DTEND;TZID=America/Los_Angeles:20260506T130000 DTSTAMP:20260523T044251 CREATED:20260408T221602Z LAST-MODIFIED:20260506T214439Z UID:31162-1778067000-1778072400@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-math-of-living-longer-10-ways-to-transform-case-design-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260505T113000 DTEND;TZID=America/Los_Angeles:20260505T130000 DTSTAMP:20260523T044251 CREATED:20260408T221602Z LAST-MODIFIED:20260505T200502Z UID:31145-1777980600-1777986000@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-math-of-living-longer-10-ways-to-transform-case-design-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260326T120000 DTEND;TZID=America/Los_Angeles:20260326T130000 DTSTAMP:20260523T044251 CREATED:20260303T210349Z LAST-MODIFIED:20260330T145710Z UID:31055-1774526400-1774530000@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/dueling-underwriters-the-algorithm-vs-the-advocate-el-segundo/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260325T170000 DTEND;TZID=America/Los_Angeles:20260325T183000 DTSTAMP:20260523T044251 CREATED:20260226T182524Z LAST-MODIFIED:20260330T145656Z UID:31028-1774458000-1774463400@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/dueling-underwriters-the-algorithm-vs-the-advocate/ LOCATION:Postino\, Irvine\, 2981 Michelson Dr\, Suite E\, Irvine\, CA\, 92612 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260226T120000 DTEND;TZID=America/New_York:20260226T130000 DTSTAMP:20260523T044251 CREATED:20260127T220252Z LAST-MODIFIED:20260226T201616Z UID:30922-1772107200-1772110800@cavalierassociates.com SUMMARY:Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning - Ohio DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/hidden-leverage-using-existing-assets-to-solve-ltc-legacy-planning-ohio/ LOCATION:Trio Bistro\, OH\, 7565 Kenwood Road\, Cincinnati\, OH\, 45236 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Gabby Aguilar":MAILTO:gabby@cavalierassociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260219T120000 DTEND;TZID=America/Los_Angeles:20260219T130000 DTSTAMP:20260523T044251 CREATED:20260127T000917Z LAST-MODIFIED:20260219T211608Z UID:30891-1771502400-1771506000@cavalierassociates.com SUMMARY:Planning Without a Passport: Life Insurance for Non-Citizens DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/planning-without-a-passport-life-insurance-for-non-citizens/ LOCATION:Panda Inn\, Pasadena\, 3488 E Foothill Blvd\, Pasadena\, CA\, 91107 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260204T120000 DTEND;TZID=America/Los_Angeles:20260204T130000 DTSTAMP:20260523T044251 CREATED:20251224T170253Z LAST-MODIFIED:20260204T220810Z UID:30619-1770206400-1770210000@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/when-retirement-planning-meets-real-life-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260203T120000 DTEND;TZID=America/Los_Angeles:20260203T130000 DTSTAMP:20260523T044251 CREATED:20251224T181819Z LAST-MODIFIED:20260204T220825Z UID:30635-1770120000-1770123600@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - West LA DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/when-retirement-planning-meets-real-life-west-la/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260129T120000 DTEND;TZID=America/Los_Angeles:20260129T130000 DTSTAMP:20260523T044251 CREATED:20251230T164958Z LAST-MODIFIED:20260202T154725Z UID:30831-1769688000-1769691600@cavalierassociates.com SUMMARY:Indexed UL in a Post-Busch World DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/indexed-ul-in-a-post-busch-world/ LOCATION:Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA\, 92660 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251211T120000 DTEND;TZID=America/Los_Angeles:20251211T130000 DTSTAMP:20260523T044251 CREATED:20251030T153402Z LAST-MODIFIED:20251211T231159Z UID:30537-1765454400-1765458000@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Los Angeles DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-evolving-landscape-of-life-insurance-underwriting-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251210T120000 DTEND;TZID=America/Los_Angeles:20251210T130000 DTSTAMP:20260523T044251 CREATED:20251030T153402Z LAST-MODIFIED:20251211T231222Z UID:30520-1765368000-1765371600@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Glendale DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-evolving-landscape-of-life-insurance-underwriting-glendale/ LOCATION:Pardis\, Glendale\, 738 N Glendale Ave.\, Glendale\, CA\, 91206\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251209T120000 DTEND;TZID=America/Los_Angeles:20251209T130000 DTSTAMP:20260523T044251 CREATED:20251030T153402Z LAST-MODIFIED:20251210T160935Z UID:30503-1765281600-1765285200@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-evolving-landscape-of-life-insurance-underwriting-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251023T120000 DTEND;TZID=America/Los_Angeles:20251023T130000 DTSTAMP:20260523T044251 CREATED:20250910T183214Z LAST-MODIFIED:20251023T204322Z UID:29770-1761220800-1761224400@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251022T120000 DTEND;TZID=America/Los_Angeles:20251022T130000 DTSTAMP:20260523T044251 CREATED:20250910T191616Z LAST-MODIFIED:20251022T213836Z UID:29783-1761134400-1761138000@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250918T120000 DTEND;TZID=America/Los_Angeles:20250918T130000 DTSTAMP:20260523T044251 CREATED:20250818T190118Z LAST-MODIFIED:20250918T173919Z UID:28949-1758196800-1758200400@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Long Beach DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-long-beach/ LOCATION:555 East American Steakhouse\, Long Beach\, 555 E. Ocean Blvd\, Long Beach\, CA\, 90802\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250917T120000 DTEND;TZID=America/Los_Angeles:20250917T130000 DTSTAMP:20260523T044251 CREATED:20250818T185329Z LAST-MODIFIED:20250916T151743Z UID:28943-1758110400-1758114000@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Pasadena DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-pasadena/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250916T120000 DTEND;TZID=America/Los_Angeles:20250916T130000 DTSTAMP:20260523T044251 CREATED:20250818T185127Z LAST-MODIFIED:20250916T151728Z UID:28937-1758024000-1758027600@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250820T120000 DTEND;TZID=America/Los_Angeles:20250820T130000 DTSTAMP:20260523T044251 CREATED:20250729T194224Z LAST-MODIFIED:20250820T170314Z UID:28780-1755691200-1755694800@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-la/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250819T120000 DTEND;TZID=America/Los_Angeles:20250819T130000 DTSTAMP:20260523T044251 CREATED:20250729T172924Z LAST-MODIFIED:20250820T170245Z UID:28759-1755604800-1755608400@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250731T120000 DTEND;TZID=America/Los_Angeles:20250731T130000 DTSTAMP:20260523T044251 CREATED:20250417T155619Z LAST-MODIFIED:20250730T205421Z UID:28314-1753963200-1753966800@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250730T120000 DTEND;TZID=America/Los_Angeles:20250730T130000 DTSTAMP:20260523T044251 CREATED:20250417T152515Z LAST-MODIFIED:20250730T205347Z UID:28289-1753876800-1753880400@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250717T120000 DTEND;TZID=America/Los_Angeles:20250717T130000 DTSTAMP:20260523T044251 CREATED:20250611T152753Z LAST-MODIFIED:20250717T163434Z UID:28494-1752753600-1752757200@cavalierassociates.com SUMMARY:The Hidden Threats to Your Clients' Legacy—And the Strategy to Beat Them DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-hidden-threats-to-your-clients-legacy-and-the-strategy-to-beat-them/ LOCATION:Il Fornaio\, Manhattan Beach\, 1800 Rosecrans Ave.\, Manhattan Beach\, CA\, 90266\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250618T120000 DTEND;TZID=America/Los_Angeles:20250618T130000 DTSTAMP:20260523T044251 CREATED:20250417T153050Z LAST-MODIFIED:20250618T170140Z UID:28300-1750248000-1750251600@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/not-all-indexed-uls-are-created-equal-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250617T120000 DTEND;TZID=America/Los_Angeles:20250617T130000 DTSTAMP:20260523T044251 CREATED:20250416T185543Z LAST-MODIFIED:20250617T154438Z UID:28271-1750161600-1750165200@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/not-all-indexed-uls-are-created-equal-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250424T120000 DTEND;TZID=America/Los_Angeles:20250424T130000 DTSTAMP:20260523T044251 CREATED:20250325T144111Z LAST-MODIFIED:20250424T172711Z UID:28132-1745496000-1745499600@cavalierassociates.com SUMMARY:LTC Tax Strategies\, New Products\, and LTC 80+ DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/ltc-tax-strategies-new-products-and-ltc-80/ LOCATION:Fogo de Chão\, Woodland Hills\, 6263 Topanga Canyon Blvd #100\, Woodland Hills\, 91367\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250327T120000 DTEND;TZID=America/Los_Angeles:20250327T130000 DTSTAMP:20260523T044251 CREATED:20250120T205153Z LAST-MODIFIED:20250326T143425Z UID:27984-1743076800-1743080400@cavalierassociates.com SUMMARY:Underwriting Lunch with Ken Turscak DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-lunch-with-ken-turscak/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250326T160000 DTEND;TZID=America/Los_Angeles:20250326T173000 DTSTAMP:20260523T044251 CREATED:20250115T212028Z LAST-MODIFIED:20250326T143329Z UID:27956-1743004800-1743010200@cavalierassociates.com SUMMARY:Meet Ken Turscak: Underwriting Trends & Happy Hour DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/meet-ken-turscak-underwriting-trends-happy-hour/ LOCATION:View Restaurant\, Newport Beach\, 900 Newport Center Drive\, Newport Beach\, 92660\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250226T120000 DTEND;TZID=America/Los_Angeles:20250226T130000 DTSTAMP:20260523T044251 CREATED:20250106T192906Z LAST-MODIFIED:20250226T201352Z UID:27923-1740571200-1740574800@cavalierassociates.com SUMMARY:LTC Planning Insights DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/ltc-planning-insights/ LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250225T120000 DTEND;TZID=America/Los_Angeles:20250225T130000 DTSTAMP:20260523T044251 CREATED:20241231T172126Z LAST-MODIFIED:20250225T163059Z UID:27905-1740484800-1740488400@cavalierassociates.com SUMMARY:Master LTC Planning Strategies - Irvine DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/master-ltc-planning-strategies-irvine/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250123T120000 DTEND;TZID=America/Los_Angeles:20250123T130000 DTSTAMP:20260523T044251 CREATED:20241218T214302Z LAST-MODIFIED:20250120T180129Z UID:27844-1737633600-1737637200@cavalierassociates.com SUMMARY:Global Wealth Insights DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/global-wealth-insights/ LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR