BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.17.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates 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:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD 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: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 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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/di-101-exploring-the-basics/ 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 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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/di-101-business-products-what-do-i-need-to-protect/ 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 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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/di-101-objections-what-might-come-up/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251016T100000 DTEND;TZID=America/Los_Angeles:20251016T110000 DTSTAMP:20251016T174602Z CREATED:20250910T192131Z LAST-MODIFIED:20251016T174602Z UID:29790-1760608800-1760612400@cavalierassociates.com SUMMARY:Stump the Underwriter...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/stump-the-underwriter-10-16-25/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251106T100000 DTEND;TZID=America/Los_Angeles:20251106T110000 DTSTAMP:20251106T182544Z CREATED:20250917T153043Z LAST-MODIFIED:20251106T182544Z UID:29804-1762423200-1762426800@cavalierassociates.com SUMMARY:Stump the Underwriter - Real Cases\, Real Solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/stump-the-underwriter-11-06-25/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260115T100000 DTEND;TZID=America/Los_Angeles:20260115T110000 DTSTAMP:20260115T184212Z CREATED:20251216T164720Z LAST-MODIFIED:20260115T184212Z UID:30604-1768471200-1768474800@cavalierassociates.com SUMMARY:Underwriting Uncovered - Cancer History DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-uncovered-cancer-history/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260305T100000 DTEND;TZID=America/Los_Angeles:20260305T110000 DTSTAMP:20260305T183013Z CREATED:20251229T181245Z LAST-MODIFIED:20260305T183013Z UID:30812-1772704800-1772708400@cavalierassociates.com SUMMARY:Underwriting Uncovered - Field Underwriting Red Flags DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-uncovered-field-underwriting-red-flags/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT 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 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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/leveraging-large-iras-three-wins-for-clients-heirs-and-financial-professionals/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260528T100000 DTEND;TZID=America/Los_Angeles:20260528T110000 DTSTAMP:20260528T173104Z CREATED:20260209T223152Z LAST-MODIFIED:20260528T173104Z UID:30979-1779962400-1779966000@cavalierassociates.com SUMMARY:Underwriting Uncovered - Diabetes: Mild\, Moderate\, & Severe Risk Classes DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/diabetes-mild-moderate-severe-risk-classes/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260604T103000 DTEND;TZID=America/Los_Angeles:20260604T113000 DTSTAMP:20260604T190053Z CREATED:20260414T224240Z LAST-MODIFIED:20260604T190053Z UID:31176-1780569000-1780572600@cavalierassociates.com SUMMARY:Nationwide’s Care Matters Annuity DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/nationwides-care-matters-annuity/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260721T110000 DTEND;TZID=America/Los_Angeles:20260721T120000 DTSTAMP:20260721T215833Z CREATED:20260706T204630Z LAST-MODIFIED:20260721T215833Z UID:31554-1784631600-1784635200@cavalierassociates.com SUMMARY:The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-3-burdens-of-ltc-and-the-rollover-strategy-most-advisors-miss/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260722T100000 DTEND;TZID=America/Los_Angeles:20260722T110000 DTSTAMP:20260722T190809Z CREATED:20260622T165913Z LAST-MODIFIED:20260722T190809Z UID:31474-1784714400-1784718000@cavalierassociates.com SUMMARY:The Succession Planning Wake-Up Call for Small Business Owners DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-succession-planning-wake-up-call-for-small-business-owners/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260730T173945Z CREATED:20260330T225646Z LAST-MODIFIED:20260730T173945Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260826T110000 DTEND;TZID=America/Los_Angeles:20260826T120000 DTSTAMP:20260805T214449Z CREATED:20260805T214449Z LAST-MODIFIED:20260805T214449Z UID:31739-1787742000-1787745600@cavalierassociates.com SUMMARY:The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-three-burdens-of-long-term-care-and-a-rollover-strategy-most-advisors-miss/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260827T100000 DTEND;TZID=America/Los_Angeles:20260827T103000 DTSTAMP:20260731T172253Z CREATED:20260603T194952Z LAST-MODIFIED:20260731T172253Z UID:31414-1787824800-1787826600@cavalierassociates.com SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260910T110000 DTEND;TZID=America/Los_Angeles:20260910T113000 DTSTAMP:20260731T170203Z CREATED:20260731T170203Z LAST-MODIFIED:20260731T170203Z UID:31680-1789038000-1789039800@cavalierassociates.com SUMMARY:Give Clients More Than IUL Potential DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260917T120000 DTEND;TZID=America/Los_Angeles:20260917T133000 DTSTAMP:20260810T222227Z CREATED:20260810T222127Z LAST-MODIFIED:20260810T222227Z UID:31754-1789646400-1789651800@cavalierassociates.com SUMMARY:Give Clients More Than IUL Potential DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential-manhattan-beach/ LOCATION:Saint & Second\, Manhattan Beach\, 3160 N Sepulveda Blvd\, Suite S100\, Manhattan Beach\, CA\, 90266\, United States CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260930T100000 DTEND;TZID=America/Los_Angeles:20260930T103000 DTSTAMP:20260731T172247Z CREATED:20260604T201258Z LAST-MODIFIED:20260731T172247Z UID:31431-1790762400-1790764200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261029T100000 DTEND;TZID=America/Los_Angeles:20261029T103000 DTSTAMP:20260804T163827Z CREATED:20260604T204059Z LAST-MODIFIED:20260804T163827Z UID:31440-1793268000-1793269800@cavalierassociates.com SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes DESCRIPTION: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. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR