Cavalier Associates

DI 101: Exploring the Basics
2025-09-11 10:30 - 23:30 (America/Los_Angeles)
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 opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott, CPA,President, Ed Slott & Company, LLCAndrew Rinn, AVP, Advanced Sales Strategy, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used, in whole or part, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.

Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com

DI 101: Business Products: What do I need to protect?
2025-09-18 10:30 - 23:30

DI 101: Objections: What might come up?
2025-09-25 10:30 - 23:30

Stump the Underwriter...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
2025-10-16 10:00 - 11:00

Stump the Underwriter - Real Cases, Real Solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier
2025-11-06 10:00 - 11:00

Underwriting Uncovered - Cancer History
2026-01-15 10:00 - 11:00

Underwriting Uncovered - Field Underwriting Red Flags
2026-03-05 10:00 - 11:00

Leveraging Large IRAs: Three Wins for Clients, Heirs, and Financial Professionals
2026-04-30 09:30 - 11:00

Underwriting Uncovered - Diabetes: Mild, Moderate, & Severe Risk Classes
2026-05-28 10:00 - 11:00

Nationwide’s Care Matters Annuity
2026-06-04 10:30 - 11:30

The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss
2026-07-21 11:00 - 12:00 | Virtual Event

The Succession Planning Wake-Up Call for Small Business Owners
2026-07-22 10:00 - 11:00 | Virtual Event

Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk
2026-07-30 10:00 - 11:00 | Virtual Event

The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss
2026-08-26 11:00 - 12:00 | Virtual Event

Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
2026-08-27 10:00 - 10:30 | Virtual Event

Give Clients More Than IUL Potential
2026-09-10 11:00 - 11:30 | Virtual Event

Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It
2026-09-30 10:00 - 10:30 | Virtual Event

Underwriting Uncovered - The Diabetes Dilemma: Mild, Moderate, and Severe Risk Classes
2026-10-29 10:00 - 10:30 | Virtual Event
