About the Event This inaugural lunch in the Business Lifecycle Planning Series brings together financial advisors and insurance professionals for a 90‑minute, conversation‑driven discussion on strategies business owners need at every stage of their company’s […]
About the Event You're invited to an advisor webinar exploring a practical approach to long-term care planning. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica as they introduce the Three Burdens of […]
About the Event Business continuity, succession, and estate planning conversations financial professionals need to be having For Small & Mid-Sized Business Owners Businesses with approximately 5–500 employees, founder-led companies, family-owned businesses, and organizations planning for […]
About the Event This strategic briefing completely flips the script on traditional life insurance sales, shifting the focus away from basic wellness perks and into hard, institutional-grade case design. We will dissect the exact mathematical […]
About the Event Why can Secure Horizon IUL make promises other products won't? Because it was engineered around five powerful guarantees — from a guaranteed benefit base that grows at 150% of credited interest to […]
About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]
About the Event Join Cavalier Associates and NAIFA for drinks, appetizers, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists […]
About the Event Why can Secure Horizon IUL make promises other products won't? Because it was engineered around five powerful guarantees — from a guaranteed benefit base that grows at 150% of credited interest to […]
About the Event Long-term care can create three connected burdens for clients and their families: economic, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for […]
About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]
About the Event Turn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of […]
About the Event Explore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the […]
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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