BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.17.2//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:20261021T113000 DTEND;TZID=America/Los_Angeles:20261021T130000 DTSTAMP:20260622T193626Z CREATED:20260622T193626Z LAST-MODIFIED:20260622T193626Z UID:31499-1792582200-1792587600@cavalierassociates.com SUMMARY:Closing the Executive Coverage Gap: Up to $5M Guaranteed-Issue Protection DESCRIPTION:About the EventPreserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple projected to reach as much as $4 million\, paying out of pocket could force the sale of illiquid assets\, compound portfolio losses\, and reduce wealth intended for family or philanthropic goals. Join Shawn Britt and David Kopaloff for a practical discussion on repositioning Long-Term Care as a strategic capital and liquidity planning tool—and avoiding trust-ownership decisions that could undermine an otherwise carefully designed plan. You’ll Learn How To: Reframe the self-insurance objection around liquidity\, portfolio timing\, asset efficiency\, and legacy preservation. Position cash-indemnity LTC solutions as a flexible source of care funding that can help clients avoid drawing directly from other assets. Incorporate premium gifting\, including potential use of the $19\,000 annual gift-tax exclusion in 2026 Identify trust-ownership and beneficiary-designation issues that may trigger post-death distribution requirements or jeopardize continued benefits for a surviving spouse. Evaluate alternative case-design approaches through practical examples involving affluent clients\, trusts\, and joint LTC planning. You’ll leave with a more nuanced way to engage high-net-worth clients—and a sharper understanding of the ownership details that should be reviewed before a case is placed. Presented By Shawn Britt\, Director of LTC Initiatives\, Nationwide David Kopaloff\, Life Marketing Consultant\, Cavalier Associates Strengthen the HNW LTC Conversation Register today for a practical\, advisor-focused discussion on preserving client flexibility\, protecting long-term planning objectives\, and avoiding preventable ownership mistakes. \n\n \n \n \n\n \n Register Now!\n\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/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:20260804T163827Z CREATED:20260604T204059Z LAST-MODIFIED:20260804T163827Z UID:31440-1793268000-1793269800@cavalierassociates.com SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes DESCRIPTION:About the EventPreserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple projected to reach as much as $4 million\, paying out of pocket could force the sale of illiquid assets\, compound portfolio losses\, and reduce wealth intended for family or philanthropic goals. Join Shawn Britt and David Kopaloff for a practical discussion on repositioning Long-Term Care as a strategic capital and liquidity planning tool—and avoiding trust-ownership decisions that could undermine an otherwise carefully designed plan. You’ll Learn How To: Reframe the self-insurance objection around liquidity\, portfolio timing\, asset efficiency\, and legacy preservation. Position cash-indemnity LTC solutions as a flexible source of care funding that can help clients avoid drawing directly from other assets. Incorporate premium gifting\, including potential use of the $19\,000 annual gift-tax exclusion in 2026 Identify trust-ownership and beneficiary-designation issues that may trigger post-death distribution requirements or jeopardize continued benefits for a surviving spouse. Evaluate alternative case-design approaches through practical examples involving affluent clients\, trusts\, and joint LTC planning. You’ll leave with a more nuanced way to engage high-net-worth clients—and a sharper understanding of the ownership details that should be reviewed before a case is placed. Presented By Shawn Britt\, Director of LTC Initiatives\, Nationwide David Kopaloff\, Life Marketing Consultant\, Cavalier Associates Strengthen the HNW LTC Conversation Register today for a practical\, advisor-focused discussion on preserving client flexibility\, protecting long-term planning objectives\, and avoiding preventable ownership mistakes. \n\n \n \n \n\n \n Register Now!\n \n CompanyThis 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