About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business […]

About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business […]

About the Event Financial advisors don’t miss this unique opportunity to dive into underwriting insights with Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With 30+ years of experience—including leadership […]

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 […]

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 […]

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 […]

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 […]