BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Cavalier Associates - ECPv6.17.2//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
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: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:VEVENT
DTSTART;TZID=America/Los_Angeles:20260430T093000
DTEND;TZID=America/Los_Angeles:20260430T110000
DTSTAMP:20260310T155229Z
CREATED:20260309T204452Z
LAST-MODIFIED:20260310T155229Z
UID:31105-1777541400-1777546800@cavalierassociates.com
SUMMARY:Leveraging Large IRAs: Three Wins for Clients\, Heirs\, and Financial Professionals
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                        URLThis 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/leveraging-large-iras-three-wins-for-clients-heirs-and-financial-professionals/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
END:VCALENDAR