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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

  1. Events
  2. Cavalier Associates Virtual Events

Events

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  • January 2025

  • Tue 28

    Global Wealth Planning Strategies

    January 28, 2025 @ 11:00 am - 12:00 pm

    About the Event We’re excited to invite you to an exclusive virtual discussion featuring expert insights on life insurance, estate, tax, and wealth accumulation strategies for foreign national and international clients. Join David Beas, Marketing […]

  • February 2025

  • Tue 4

    Master LTC Planning Strategies

    February 4, 2025 @ 11:00 am - 12:00 pm

    About the EventJoin David Beas, Marketing Consultant at Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for a virtual session to explore actionable long-term care (LTC) planning techniques tailored for affluent […]

  • March 2025

  • Tue 11

    Underwriting Evolution with Chief Underwriter, Ken Turscak

    March 11, 2025 @ 11:00 am - 12:00 pm

    About the EventYou're invited to an exclusive virtual event designed for financial advisors, featuring Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With over 30 years of experience at industry leaders like Lincoln Financial Group […]

  • June 2025

  • Wed 25

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

    June 25, 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 […]

  • July 2025

  • Wed 16

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

    July 16, 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 […]

  • August 2025

  • Wed 13

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

    August 13, 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 14

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

    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 […]

  • 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 […]

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Underwriting Uncovered – Diabetes: Mild, Moderate, & Severe Risk Classes

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

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