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DTSTART;TZID=America/Los_Angeles:20260625T120000
DTEND;TZID=America/Los_Angeles:20260625T133000
DTSTAMP:20260615T053448
CREATED:20260602T162603Z
LAST-MODIFIED:20260603T192324Z
UID:31394-1782388800-1782394200@cavalierassociates.com
SUMMARY:Business Lifecycle Planning
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesWednesday\, December 10\, 2025 at 12:00pm Pardis\, 738 N Glendale Ave\, Glendale\, CA 91206 Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/business-lifecycle-planning/
LOCATION:Paul Martin’s American Grill\, Rancho Cucamonga\, 12594 N Mainstreet\, Rancho Cucamonga\, CA\, 91739\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20260728T113000
DTEND;TZID=America/Los_Angeles:20260728T130000
DTSTAMP:20260615T053448
CREATED:20260604T223013Z
LAST-MODIFIED:20260612T194546Z
UID:31455-1785238200-1785243600@cavalierassociates.com
SUMMARY:The $1.37 Million Blind Spot: Dominating Retail Case Design
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesWednesday\, December 10\, 2025 at 12:00pm Pardis\, 738 N Glendale Ave\, Glendale\, CA 91206 Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-1-37-million-blind-spot-dominating-retail-case-design/
LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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