BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.17.4//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:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260625T120000 DTEND;TZID=America/Los_Angeles:20260625T133000 DTSTAMP:20260625T194420Z CREATED:20260602T162603Z LAST-MODIFIED:20260625T194420Z UID:31394-1782388800-1782394200@cavalierassociates.com SUMMARY:Business Lifecycle Planning DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/business-lifecycle-planning/ LOCATION:Paul Martin’s American Grill\, Rancho Cucamonga\, 12594 N Mainstreet\, Rancho Cucamonga\, CA\, 91739\, 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:20260721T110000 DTEND;TZID=America/Los_Angeles:20260721T120000 DTSTAMP:20260721T215833Z CREATED:20260706T204630Z LAST-MODIFIED:20260721T215833Z UID:31554-1784631600-1784635200@cavalierassociates.com SUMMARY:The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n NameThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-3-burdens-of-ltc-and-the-rollover-strategy-most-advisors-miss/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260722T100000 DTEND;TZID=America/Los_Angeles:20260722T110000 DTSTAMP:20260722T190809Z CREATED:20260622T165913Z LAST-MODIFIED:20260722T190809Z UID:31474-1784714400-1784718000@cavalierassociates.com SUMMARY:The Succession Planning Wake-Up Call for Small Business Owners DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-succession-planning-wake-up-call-for-small-business-owners/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260728T113000 DTEND;TZID=America/Los_Angeles:20260728T130000 DTSTAMP:20260729T151410Z CREATED:20260604T223013Z LAST-MODIFIED:20260729T151410Z UID:31455-1785238200-1785243600@cavalierassociates.com SUMMARY:The $1.37 Million Blind Spot: Dominating Retail Case Design DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n URLThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-1-37-million-blind-spot-dominating-retail-case-design/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, 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:20260728T120000 DTEND;TZID=America/Los_Angeles:20260728T133000 DTSTAMP:20260729T151433Z CREATED:20260625T171639Z LAST-MODIFIED:20260729T151433Z UID:31513-1785240000-1785245400@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n URLThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/most-iuls-offer-potential-secure-horizon-offers-guarantees/ LOCATION:Javier’s\, Los Angeles\, 10250 Santa Monica Blvd. #1005\, Los Angeles\, CA\, 90067\, 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:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260730T173945Z CREATED:20260330T225646Z LAST-MODIFIED:20260730T173945Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260820T173000 DTEND;TZID=America/Los_Angeles:20260820T193000 DTSTAMP:20260821T182925Z CREATED:20260729T200834Z LAST-MODIFIED:20260821T182925Z UID:31641-1787247000-1787254200@cavalierassociates.com SUMMARY:Happy Hour & Networking: The Changing LTC Conversation DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/happy-hour-networking-the-changing-ltc-conversation/ LOCATION:On the Thirty\, Sherman Oaks\, 14622 Ventura Blvd #112\, Sherman Oaks\, 91403\, 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:20260825T120000 DTEND;TZID=America/Los_Angeles:20260825T133000 DTSTAMP:20260826T183939Z CREATED:20260722T184346Z LAST-MODIFIED:20260826T183939Z UID:31595-1787659200-1787664600@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/most-iuls-offer-potential-secure-horizon-offers-guarantees-cm/ LOCATION:Calo Kitchen & Tequila\, Costa Mesa\, 3333 Bristol St.\, Suite 1876\, Costa Mesa\, CA\, 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:20260826T110000 DTEND;TZID=America/Los_Angeles:20260826T120000 DTSTAMP:20260826T184026Z CREATED:20260805T214449Z LAST-MODIFIED:20260826T184026Z UID:31739-1787742000-1787745600@cavalierassociates.com SUMMARY:The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-three-burdens-of-long-term-care-and-a-rollover-strategy-most-advisors-miss/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260827T100000 DTEND;TZID=America/Los_Angeles:20260827T103000 DTSTAMP:20260731T172253Z CREATED:20260603T194952Z LAST-MODIFIED:20260731T172253Z UID:31414-1787824800-1787826600@cavalierassociates.com SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260910T110000 DTEND;TZID=America/Los_Angeles:20260910T113000 DTSTAMP:20260731T170203Z CREATED:20260731T170203Z LAST-MODIFIED:20260731T170203Z UID:31680-1789038000-1789039800@cavalierassociates.com SUMMARY:Give Clients More Than IUL Potential DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n LinkedInThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260917T120000 DTEND;TZID=America/Los_Angeles:20260917T133000 DTSTAMP:20260819T202915Z CREATED:20260810T222127Z LAST-MODIFIED:20260819T202915Z UID:31754-1789646400-1789651800@cavalierassociates.com SUMMARY:Give Clients More Than IUL Potential DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n NameThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential-manhattan-beach/ LOCATION:Saint & Second\, Manhattan Beach\, 3160 N Sepulveda Blvd\, Suite S100\, Manhattan Beach\, CA\, 90266\, 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:20260922T113000 DTEND;TZID=America/Los_Angeles:20260922T130000 DTSTAMP:20260820T162707Z CREATED:20260820T162707Z LAST-MODIFIED:20260820T162707Z UID:31929-1790076600-1790082000@cavalierassociates.com SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-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:20260923T113000 DTEND;TZID=America/Los_Angeles:20260923T130000 DTSTAMP:20260820T162705Z CREATED:20260820T162705Z LAST-MODIFIED:20260820T162705Z UID:31941-1790163000-1790168400@cavalierassociates.com SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-cm/ 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:20260930T100000 DTEND;TZID=America/Los_Angeles:20260930T103000 DTSTAMP:20260824T172439Z CREATED:20260604T201258Z LAST-MODIFIED:20260824T172439Z UID:31431-1790762400-1790764200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260930T100000 DTEND;TZID=America/Los_Angeles:20260930T103000 DTSTAMP:20260902T153653Z CREATED:20260902T153653Z LAST-MODIFIED:20260902T153653Z UID:32024-1790762400-1790764200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/underwriting-uncovered-table-shaving-underwriting-credits-how-the-programs-work-and-what-underwriters-need-to-see-fir/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261021T113000 DTEND;TZID=America/Los_Angeles:20261021T130000 DTSTAMP:20260824T172838Z CREATED:20260622T193626Z LAST-MODIFIED:20260824T172838Z UID:31499-1792582200-1792587600@cavalierassociates.com SUMMARY:Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/closing-the-executive-coverage-gap-up-to-5m-guaranteed-issue-protection/ 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:20261029T100000 DTEND;TZID=America/Los_Angeles:20261029T103000 DTSTAMP:20260824T172925Z CREATED:20260604T204059Z LAST-MODIFIED:20260824T172925Z UID:31440-1793268000-1793269800@cavalierassociates.com SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Know the Underwriting Breakpoints Before You Submit DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now! \n\n \n \n \n\n \n Register Now!\n \n CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR