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/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: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:VEVENT DTSTART;TZID=America/Los_Angeles:20260430T093000 DTEND;TZID=America/Los_Angeles:20260430T110000 DTSTAMP:20260404T081633 CREATED:20260309T204452Z LAST-MODIFIED:20260310T155229Z UID:31105-1777541400-1777546800@cavalierassociates.com SUMMARY:Leveraging Large IRAs: Three Wins for Clients\, Heirs\, and Financial Professionals DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event URL:https://cavalierassociates.com/event/leveraging-large-iras-three-wins-for-clients-heirs-and-financial-professionals/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260326T120000 DTEND;TZID=America/Los_Angeles:20260326T130000 DTSTAMP:20260404T081633 CREATED:20260303T210349Z LAST-MODIFIED:20260330T145710Z UID:31055-1774526400-1774530000@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event URL:https://cavalierassociates.com/event/dueling-underwriters-the-algorithm-vs-the-advocate-el-segundo/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, 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:20260325T170000 DTEND;TZID=America/Los_Angeles:20260325T183000 DTSTAMP:20260404T081633 CREATED:20260226T182524Z LAST-MODIFIED:20260330T145656Z UID:31028-1774458000-1774463400@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event URL:https://cavalierassociates.com/event/dueling-underwriters-the-algorithm-vs-the-advocate/ LOCATION:Postino\, Irvine\, 2981 Michelson Dr\, Suite E\, Irvine\, CA\, 92612 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260305T100000 DTEND;TZID=America/Los_Angeles:20260305T110000 DTSTAMP:20260404T081633 CREATED:20251229T181245Z LAST-MODIFIED:20260305T183013Z UID:30812-1772704800-1772708400@cavalierassociates.com SUMMARY:Underwriting Uncovered - Field Underwriting Red Flags DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event URL:https://cavalierassociates.com/event/underwriting-uncovered-field-underwriting-red-flags/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260226T120000 DTEND;TZID=America/New_York:20260226T130000 DTSTAMP:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20260127T000917Z LAST-MODIFIED:20260219T211608Z UID:30891-1771502400-1771506000@cavalierassociates.com SUMMARY:Planning Without a Passport: Life Insurance for Non-Citizens DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251224T170253Z LAST-MODIFIED:20260204T220810Z UID:30619-1770206400-1770210000@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - Costa Mesa DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251224T181819Z LAST-MODIFIED:20260204T220825Z UID:30635-1770120000-1770123600@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - West LA DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251230T164958Z LAST-MODIFIED:20260202T154725Z UID:30831-1769688000-1769691600@cavalierassociates.com SUMMARY:Indexed UL in a Post-Busch World DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251216T164720Z LAST-MODIFIED:20260115T184212Z UID:30604-1768471200-1768474800@cavalierassociates.com SUMMARY:Underwriting Uncovered - Cancer History DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251030T153402Z LAST-MODIFIED:20251211T231159Z UID:30537-1765454400-1765458000@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Los Angeles DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251030T153402Z LAST-MODIFIED:20251211T231222Z UID:30520-1765368000-1765371600@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Glendale DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20251030T153402Z LAST-MODIFIED:20251210T160935Z UID:30503-1765281600-1765285200@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Costa Mesa DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20250701T211918Z LAST-MODIFIED:20250702T205025Z UID:28659-1758796200-1758843000@cavalierassociates.com SUMMARY:DI 101: Objections: What might come up? DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 CREATED:20250701T203026Z LAST-MODIFIED:20250911T185919Z UID:28628-1757586600-1757633400@cavalierassociates.com SUMMARY:DI 101: Exploring the Basics DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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:20260404T081633 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 EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Register Now!Register for this Live Zoom Event 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 END:VCALENDAR