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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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7 events found.

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  • September 2026

  • Thu 10

    Give Clients More Than IUL Potential

    September 10 @ 11:00 am - 11:30 am
    Virtual Event

    About the Event Turn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of […]

  • Thu 17

    Give Clients More Than IUL Potential

    September 17 @ 12:00 pm - 1:30 pm
    Saint & Second, Manhattan Beach 3160 N Sepulveda Blvd, Suite S100, Manhattan Beach, CA, United States

    About the Event Explore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the […]

  • Tue 22

    Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook

    September 22 @ 11:30 am - 1:00 pm
    Il Moro Ristorante, Los Angeles 11400 Olympic Blvd, Los Angeles, United States

    About the Event Preserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple […]

  • Wed 23

    Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook

    September 23 @ 11:30 am - 1:00 pm
    Water Grill, Costa Mesa 3300 Bristol St, Costa Mesa, United States

    About the Event Preserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple […]

  • Wed 30

    Underwriting Uncovered – Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See

    September 30 @ 10:00 am - 10:30 am
    Virtual Event

    About the Event Table shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements, the applicable program should be considered automatically. That does […]

  • October 2026

  • Wed 21

    Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors

    October 21 @ 11:30 am - 1:00 pm
    Water Grill, Costa Mesa 3300 Bristol St, Costa Mesa, United States

    About the Event Employer-sponsored coverage can provide a valuable foundation, but plan limits may leave key employees with a meaningful protection gap. For advisors, that gap can create an opportunity to bring business-owner clients a […]

  • Thu 29

    Underwriting Uncovered – The Diabetes Dilemma: Know the Underwriting Breakpoints Before You Submit

    October 29 @ 10:00 am - 10:30 am
    Virtual Event

    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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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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