Indexed UL in a Post-Busch World
2026-01-29 12:00 - 13:00 (America/Los_Angeles) | Joey Newport Beach, 453 Newport Center Dr, Newport Beach, CA, 92660
About the EventThis strategic briefing completely flips the script on traditional life insurance sales, shifting the focus away from basic wellness perks and into hard, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price, out-plan, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President, John Hancock Tuesday, July 28, 2026 at 11:30 am Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612

Register Now!

Name(Required)

First

Last

Phone(Required)Email(Required)

SMS Terms and Conditions

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.
CAPTCHA

Δ

When Retirement Planning Meets Real Life - West LA
2026-02-03 12:00 - 13:00 (America/Los_Angeles) | Il Moro Ristorante, Los Angeles, 11400 Olympic Blvd, Los Angeles, 90064, United States

When Retirement Planning Meets Real Life - Costa Mesa
2026-02-04 12:00 - 13:00 (America/Los_Angeles) | Water Grill, Costa Mesa, 3300 Bristol St, Costa Mesa, 92626, United States

Planning Without a Passport: Life Insurance for Non-Citizens
2026-02-19 12:00 - 13:00 (America/Los_Angeles) | Panda Inn, Pasadena, 3488 E Foothill Blvd, Pasadena, CA, 91107

Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning - Ohio
2026-02-26 12:00 - 13:00 (America/New_York) | Trio Bistro, OH, 7565 Kenwood Road, Cincinnati, OH, 45236

Underwriting Uncovered - Field Underwriting Red Flags
2026-03-05 10:00 - 11:00 (America/Los_Angeles) | CA

Dueling Underwriters: The Algorithm vs The Advocate - Irvine
2026-03-25 17:00 - 18:30 (America/Los_Angeles) | Postino, Irvine, 2981 Michelson Dr, Suite E, Irvine, CA, 92612

Dueling Underwriters: The Algorithm vs The Advocate - El Segundo
2026-03-26 12:00 - 13:00 (America/Los_Angeles) | Fogo de Chão, El Segundo, 2121 Rosecrans Ave. Suite 1399, El Segundo, CA, 90245, United States

Leveraging Large IRAs: Three Wins for Clients, Heirs, and Financial Professionals
2026-04-30 09:30 - 11:00 (America/Los_Angeles) | CA

The Math of Living Longer: 10 Ways to Transform Case Design - Costa Mesa
2026-05-05 11:30 - 13:00 (America/Los_Angeles) | Water Grill, Costa Mesa, 3300 Bristol St, Costa Mesa, 92626, United States

The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles
2026-05-06 11:30 - 13:00 (America/Los_Angeles) | Il Moro Ristorante, Los Angeles, 11400 Olympic Blvd, Los Angeles, 90064, United States

Underwriting Uncovered - Diabetes: Mild, Moderate, & Severe Risk Classes
2026-05-28 10:00 - 11:00 (America/Los_Angeles) | CA

Nationwide’s Care Matters Annuity
2026-06-04 10:30 - 11:30 (America/Los_Angeles) | CA

Business Lifecycle Planning
2026-06-25 12:00 - 13:30 (America/Los_Angeles) | Paul Martin’s American Grill, Rancho Cucamonga, 12594 N Mainstreet, Rancho Cucamonga, CA, 91739, United States

The $1.37 Million Blind Spot: Dominating Retail Case Design
2026-07-28 11:30 - 13:00 (America/Los_Angeles) | Il Fornaio, Irvine, 18051 Von Karman Ave, Irvine, CA, 92612

Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk
2026-07-30 10:00 - 11:00 (America/Los_Angeles) | CA

Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
2026-08-27 10:00 - 11:00 (America/Los_Angeles) | CA

Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It
2026-09-30 10:00 - 11:00 (America/Los_Angeles) | CA

Underwriting Uncovered - The Diabetes Dilemma: Mild, Moderate, and Severe Risk Classes
2026-10-29 10:00 - 11:00 (America/Los_Angeles) | CA
