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DTSTART;TZID=America/Los_Angeles:20250910T100000
DTEND;TZID=America/Los_Angeles:20250910T110000
DTSTAMP:20250910T205621Z
CREATED:20250619T164731Z
LAST-MODIFIED:20250910T205621Z
UID:28559-1757498400-1757502000@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the EventExplore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn 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     \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        InstagramThis field is for validation purposes and should be left unchanged.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         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier4/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250911T103000
DTEND;TZID=America/Los_Angeles:20250911T233000
DTSTAMP:20250911T185919Z
CREATED:20250701T203026Z
LAST-MODIFIED:20250911T185919Z
UID:28628-1757586600-1757633400@cavalierassociates.com
SUMMARY:DI 101: Exploring the Basics
DESCRIPTION:About the EventExplore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn 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     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        FacebookThis field is for validation purposes and should be left unchanged.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         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/di-101-exploring-the-basics/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250918T103000
DTEND;TZID=America/Los_Angeles:20250918T233000
DTSTAMP:20250918T173836Z
CREATED:20250701T211621Z
LAST-MODIFIED:20250918T173836Z
UID:28646-1758191400-1758238200@cavalierassociates.com
SUMMARY:DI 101: Business Products: What do I need to protect?
DESCRIPTION:About the EventExplore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn 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     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        PhoneThis field is for validation purposes and should be left unchanged.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         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/di-101-business-products-what-do-i-need-to-protect/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250925T103000
DTEND;TZID=America/Los_Angeles:20250925T233000
DTSTAMP:20250702T205025Z
CREATED:20250701T211918Z
LAST-MODIFIED:20250702T205025Z
UID:28659-1758796200-1758843000@cavalierassociates.com
SUMMARY:DI 101: Objections: What might come up?
DESCRIPTION:About the EventExplore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn 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     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        CompanyThis field is for validation purposes and should be left unchanged.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         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/di-101-objections-what-might-come-up/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
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