About the Event This exclusive event is designed to explore advanced life insurance, estate, tax, and accumulation planning strategies for foreign national and international clients. Join us for an intimate gathering featuring a curated lunch experience and expert insights from Rey Castro, Symetra Regional Vice President. Tailored life insurance solutions for international clients Cross-border estate […]
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 Consultant at Cavalier Associates, as he interviews Justin Smith, Principal at Cavalier Associates and President of Balanced Strategies. With extensive […]
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 and mass affluent clients.With extensive experience in LTC solutions, David and Shawn will share their expertise in addressing complex client […]
About the Event This exclusive event is designed to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients. Join us for an intimate gathering featuring a curated lunch experience and expert insights from Shawn Britt, Director of LTC Initiatives at Nationwide Financial. Topics Include: Strategies for affluent and mass […]
About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for an in-person lunch event to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients. David and Shawn bring extensive experience in crafting LTC solutions for complex family […]
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 and MetLife, Ken has been instrumental in shaping underwriting practices.This is a unique opportunity to learn how underwriting can enhance […]
About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person happy hour event to explore advanced underwriting strategies and solutions for your clients. Ken brings extensive experience in crafting underwriting solutions for complex client scenarios. Topics Include: Current trends and advances in […]
About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person lunch event to explore advanced underwriting strategies and solutions for your clients. Ken brings extensive experience in crafting underwriting solutions for complex client scenarios. Topics Include: 15 years ago vs. today: The […]
About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Jen Wagoner, Regional Sales Director at OneAmerica Financial, for an exclusive in-person lunch event. Together, we'll explore innovative LTC solutions, including: Coming Soon to California: New Annuity-Funded Whole Life Solution Annuity Care: A Smart Alternative Asset-Based LTC for the Maturing Business Owner Don't […]
About the Event Join Cavalier Associates for a private lunch event at Water Grill in Irvine. Hear About an Exclusive Opportunity That 95% of Your Competitors Don't Have Access To! Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their […]
About the Event Join Cavalier Associates for a private lunch event at Water Grill in Irvine. Hear About an Exclusive Opportunity That 95% of Your Competitors Don't Have Access To! Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their […]
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 declined and get real-time input on how to turn them around. Ken and Adam will walk you through actionable underwriting […]
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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