Cavalier Associates

The Succession Planning Wake-Up Call for Small Business Owners
2026-07-22 10:00 - 11:00 (America/Los_Angeles) | Virtual Event
About the EventYou’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 share insider strategies to help you secure better outcomes for your clients. Featured Topics: Depression, Anxiety, & Bipolar – What underwriters really look forField Underwriting Red Flags – The most common advisor oversightsTips for submitting informal applications to secure better VIP outcomesStrategies to position challenging cases for quicker approvalsBring your toughest scenarios and walk away with actionable insights you can apply immediately. Event Details Date & Time: Thursday, October 16, 2025 · 10:00 am PacificLocation: Zoom (link provided in your confirmation email from Zoom)

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

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