BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.15.18//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/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE 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/New_York:20260226T120000 DTEND;TZID=America/New_York:20260226T130000 DTSTAMP:20260410T042600 CREATED:20260127T220252Z LAST-MODIFIED:20260226T201616Z UID:30922-1772107200-1772110800@cavalierassociates.com SUMMARY:Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning - Ohio DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/hidden-leverage-using-existing-assets-to-solve-ltc-legacy-planning-ohio/ LOCATION:Trio Bistro\, OH\, 7565 Kenwood Road\, Cincinnati\, OH\, 45236 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Gabby Aguilar":MAILTO:gabby@cavalierassociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260219T120000 DTEND;TZID=America/Los_Angeles:20260219T130000 DTSTAMP:20260410T042600 CREATED:20260127T000917Z LAST-MODIFIED:20260219T211608Z UID:30891-1771502400-1771506000@cavalierassociates.com SUMMARY:Planning Without a Passport: Life Insurance for Non-Citizens DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/planning-without-a-passport-life-insurance-for-non-citizens/ LOCATION:Panda Inn\, Pasadena\, 3488 E Foothill Blvd\, Pasadena\, CA\, 91107 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260204T120000 DTEND;TZID=America/Los_Angeles:20260204T130000 DTSTAMP:20260410T042600 CREATED:20251224T170253Z LAST-MODIFIED:20260204T220810Z UID:30619-1770206400-1770210000@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/when-retirement-planning-meets-real-life-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260203T120000 DTEND;TZID=America/Los_Angeles:20260203T130000 DTSTAMP:20260410T042600 CREATED:20251224T181819Z LAST-MODIFIED:20260204T220825Z UID:30635-1770120000-1770123600@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - West LA DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/when-retirement-planning-meets-real-life-west-la/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260129T120000 DTEND;TZID=America/Los_Angeles:20260129T130000 DTSTAMP:20260410T042600 CREATED:20251230T164958Z LAST-MODIFIED:20260202T154725Z UID:30831-1769688000-1769691600@cavalierassociates.com SUMMARY:Indexed UL in a Post-Busch World DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/indexed-ul-in-a-post-busch-world/ LOCATION:Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA\, 92660 CATEGORIES:Cavalier Associates In-Person 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:20260410T042600 CREATED:20251216T164720Z LAST-MODIFIED:20260115T184212Z UID:30604-1768471200-1768474800@cavalierassociates.com SUMMARY:Underwriting Uncovered - Cancer History DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20251211T120000 DTEND;TZID=America/Los_Angeles:20251211T130000 DTSTAMP:20260410T042600 CREATED:20251030T153402Z LAST-MODIFIED:20251211T231159Z UID:30537-1765454400-1765458000@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Los Angeles DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-evolving-landscape-of-life-insurance-underwriting-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251210T120000 DTEND;TZID=America/Los_Angeles:20251210T130000 DTSTAMP:20260410T042600 CREATED:20251030T153402Z LAST-MODIFIED:20251211T231222Z UID:30520-1765368000-1765371600@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Glendale DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-evolving-landscape-of-life-insurance-underwriting-glendale/ LOCATION:Pardis\, Glendale\, 738 N Glendale Ave.\, Glendale\, CA\, 91206\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251209T120000 DTEND;TZID=America/Los_Angeles:20251209T130000 DTSTAMP:20260410T042600 CREATED:20251030T153402Z LAST-MODIFIED:20251210T160935Z UID:30503-1765281600-1765285200@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-evolving-landscape-of-life-insurance-underwriting-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person 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:20260410T042600 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 EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20251023T120000 DTEND;TZID=America/Los_Angeles:20251023T130000 DTSTAMP:20260410T042600 CREATED:20250910T183214Z LAST-MODIFIED:20251023T204322Z UID:29770-1761220800-1761224400@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251022T120000 DTEND;TZID=America/Los_Angeles:20251022T130000 DTSTAMP:20260410T042600 CREATED:20250910T191616Z LAST-MODIFIED:20251022T213836Z UID:29783-1761134400-1761138000@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person 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:20260410T042600 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 EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20250925T103000 DTEND;TZID=America/Los_Angeles:20250925T233000 DTSTAMP:20260410T042600 CREATED:20250701T211918Z LAST-MODIFIED:20250702T205025Z UID:28659-1758796200-1758843000@cavalierassociates.com SUMMARY:DI 101: Objections: What might come up? DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20250918T120000 DTEND;TZID=America/Los_Angeles:20250918T130000 DTSTAMP:20260410T042600 CREATED:20250818T190118Z LAST-MODIFIED:20250918T173919Z UID:28949-1758196800-1758200400@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Long Beach DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-long-beach/ LOCATION:555 East American Steakhouse\, Long Beach\, 555 E. Ocean Blvd\, Long Beach\, CA\, 90802\, United States CATEGORIES:Cavalier Associates In-Person 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:20260410T042600 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 EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20250917T120000 DTEND;TZID=America/Los_Angeles:20250917T130000 DTSTAMP:20260410T042600 CREATED:20250818T185329Z LAST-MODIFIED:20250916T151743Z UID:28943-1758110400-1758114000@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Pasadena DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-pasadena/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250916T120000 DTEND;TZID=America/Los_Angeles:20250916T130000 DTSTAMP:20260410T042600 CREATED:20250818T185127Z LAST-MODIFIED:20250916T151728Z UID:28937-1758024000-1758027600@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250911T103000 DTEND;TZID=America/Los_Angeles:20250911T233000 DTSTAMP:20260410T042600 CREATED:20250701T203026Z LAST-MODIFIED:20250911T185919Z UID:28628-1757586600-1757633400@cavalierassociates.com SUMMARY:DI 101: Exploring the Basics DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20250910T100000 DTEND;TZID=America/Los_Angeles:20250910T110000 DTSTAMP:20260410T042600 CREATED:20250619T164731Z LAST-MODIFIED:20250910T205621Z UID:28559-1757498400-1757502000@cavalierassociates.com SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier4/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250820T120000 DTEND;TZID=America/Los_Angeles:20250820T130000 DTSTAMP:20260410T042600 CREATED:20250729T194224Z LAST-MODIFIED:20250820T170314Z UID:28780-1755691200-1755694800@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-la/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250819T120000 DTEND;TZID=America/Los_Angeles:20250819T130000 DTSTAMP:20260410T042600 CREATED:20250729T172924Z LAST-MODIFIED:20250820T170245Z UID:28759-1755604800-1755608400@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204450Z LAST-MODIFIED:20260309T204450Z UID:31102-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-10/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204446Z LAST-MODIFIED:20260309T204446Z UID:31099-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-9/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204444Z LAST-MODIFIED:20260309T204444Z UID:31096-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-8/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204437Z LAST-MODIFIED:20260309T204438Z UID:31093-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-7/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204435Z LAST-MODIFIED:20260309T204436Z UID:31090-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-6/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31084-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-4/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042600 CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31085-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-5/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260410T042601 CREATED:20260309T204429Z LAST-MODIFIED:20260309T204430Z UID:31081-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-3/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR