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2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
(800) 350-2019

MEMBER OF THE ADVANTAGE INSURANCE NETWORK

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Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
(800) 350-2019
Email: info@cavalierassociates.com
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12 events found.

Cavalier Associates Virtual Events

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  2. Cavalier Associates Virtual Events

Events

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  • August 2025

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • September 2025

  • Wed 10

    “Stump the Underwriter”…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    September 10, 2025 @ 10:00 am - 11:00 am

    About the Event Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session.  This is your chance to bring in those tricky life cases. Whether rated or […]

  • Thu 11

    DI 101: Exploring the Basics

    September 11, 2025 @ 10:30 am - 11:30 pm

    About the Event Join us for 3 exclusive Virtual Events where we’ll explore the Disability Insurance. Gain valuable insights to help you better serve your clients! What You’ll Learn & When: Thursday, September 11 -  […]

  • Thu 18

    DI 101: Business Products: What do I need to protect?

    September 18, 2025 @ 10:30 am - 11:30 pm

    About the Event Join us for 3 exclusive Virtual Events where we’ll explore the Disability Insurance. Gain valuable insights to help you better serve your clients! What You’ll Learn & When: Thursday, September 11 -  […]

  • Thu 25

    DI 101: Objections: What might come up?

    September 25, 2025 @ 10:30 am - 11:30 pm

    About the Event Join us for 3 exclusive Virtual Events where we’ll explore the Disability Insurance. Gain valuable insights to help you better serve your clients! What You’ll Learn & When: Thursday, September 11 -  […]

  • October 2025

  • Thu 16

    Stump the Underwriter…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    October 16, 2025 @ 10:00 am - 11:00 am

    About the Event You're invited to an exclusive advisor session designed to give you real-time solutions for your hardest-to-place life cases. Whether your cases were rated, declined, or stuck in underwriting, Ken and Adam will […]

  • November 2025

  • Thu 6

    Stump the Underwriter – Real Cases, Real Solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    November 6, 2025 @ 10:00 am - 11:00 am

    About the Event You're invited to an exclusive advisor session designed to give you real-time solutions for your hardest-to-place life cases. Whether your cases were rated, declined, or stuck in underwriting, Ken and Adam will […]

  • January 2026

  • Thu 15

    Underwriting Uncovered – Cancer History

    January 15 @ 10:00 am - 11:00 am

    About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]

  • March 2026

  • Thu 5

    Underwriting Uncovered – Field Underwriting Red Flags

    March 5 @ 10:00 am - 11:00 am

    About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]

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Leveraging Large IRAs: Three Wins for Clients, Heirs, and Financial Professionals

Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

CONTACT

(800) 350-2019
2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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