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DTSTART;TZID=America/Los_Angeles:20260115T100000
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DTSTAMP:20260404T101313
CREATED:20251216T164720Z
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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 IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable.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:20260129T120000
DTEND;TZID=America/Los_Angeles:20260129T130000
DTSTAMP:20260404T101313
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:20260203T120000
DTEND;TZID=America/Los_Angeles:20260203T130000
DTSTAMP:20260404T101313
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:20260204T120000
DTEND;TZID=America/Los_Angeles:20260204T130000
DTSTAMP:20260404T101313
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:20260219T120000
DTEND;TZID=America/Los_Angeles:20260219T130000
DTSTAMP:20260404T101313
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/New_York:20260226T120000
DTEND;TZID=America/New_York:20260226T130000
DTSTAMP:20260404T101313
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:20260305T100000
DTEND;TZID=America/Los_Angeles:20260305T110000
DTSTAMP:20260404T101313
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/Los_Angeles:20260325T170000
DTEND;TZID=America/Los_Angeles:20260325T183000
DTSTAMP:20260404T101313
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:20260326T120000
DTEND;TZID=America/Los_Angeles:20260326T130000
DTSTAMP:20260404T101313
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:20260430T093000
DTEND;TZID=America/Los_Angeles:20260430T110000
DTSTAMP:20260404T101313
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:20260521T100000
DTEND;TZID=America/Los_Angeles:20260521T110000
DTSTAMP:20260404T101313
CREATED:20260209T223152Z
LAST-MODIFIED:20260331T163906Z
UID:30979-1779357600-1779361200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Diabetes: Mild\, Moderate\, & Severe Risk Classes
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/diabetes-mild-moderate-severe-risk-classes/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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