BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260129T120000 DTEND;TZID=America/Los_Angeles:20260129T130000 DTSTAMP:20260414T053011 CREATED:20251230T164958Z LAST-MODIFIED:20260202T154725Z UID:30831-1769688000-1769691600@cavalierassociates.com SUMMARY:Indexed UL in a Post-Busch World DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 CREATED:20251224T181819Z LAST-MODIFIED:20260204T220825Z UID:30635-1770120000-1770123600@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - West LA DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 CREATED:20251224T170253Z LAST-MODIFIED:20260204T220810Z UID:30619-1770206400-1770210000@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 CREATED:20260127T000917Z LAST-MODIFIED:20260219T211608Z UID:30891-1771502400-1771506000@cavalierassociates.com SUMMARY:Planning Without a Passport: Life Insurance for Non-Citizens DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 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 EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 CREATED:20251229T181245Z LAST-MODIFIED:20260305T183013Z UID:30812-1772704800-1772708400@cavalierassociates.com SUMMARY:Underwriting Uncovered - Field Underwriting Red Flags DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 CREATED:20260226T182524Z LAST-MODIFIED:20260330T145656Z UID:31028-1774458000-1774463400@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 CREATED:20260303T210349Z LAST-MODIFIED:20260330T145710Z UID:31055-1774526400-1774530000@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260414T053011 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 EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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:20260505T113000 DTEND;TZID=America/Los_Angeles:20260505T130000 DTSTAMP:20260414T053011 CREATED:20260408T221602Z LAST-MODIFIED:20260408T221602Z UID:31145-1777980600-1777986000@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Costa Mesa DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-math-of-living-longer-10-ways-to-transform-case-design-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:20260506T113000 DTEND;TZID=America/Los_Angeles:20260506T130000 DTSTAMP:20260414T053011 CREATED:20260408T221602Z LAST-MODIFIED:20260408T221602Z UID:31162-1778067000-1778072400@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-math-of-living-longer-10-ways-to-transform-case-design-los-angeles/ 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:20260521T100000 DTEND;TZID=America/Los_Angeles:20260521T110000 DTSTAMP:20260414T053011 CREATED:20260209T223152Z LAST-MODIFIED:20260331T163906Z UID:30979-1779357600-1779361200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Diabetes: Mild\, Moderate\, & Severe Risk Classes DESCRIPTION:About the EventJoin us for an exclusive Lunch & Learn event where we’ll explore 10 distinct ways to leverage the John Hancock Vitality program.  Enjoy lunch on us while gaining valuable insights to help you better serve your clients! What You’ll Learn: Mitigating Costs & Underwriting Hurdles: Discover how client engagement can significantly lower lifetime premium outlays\, create decreasing premiums\, or mathematically offset the extra costs of substandard health ratings and additional ridersMaximizing Wealth & Death Benefit: Learn strategies to force a policy to accumulate more cash value over time or drastically increase the total death benefit purchasing power for your clientsBuilding Advanced Policy Hedges: Explore advanced planning techniques that use engagement as an interest rate hedge to extend policy duration or allow clients to stop paying premiums years earlier than plannedEnhancing Term Flexibility: See how maintaining a healthy status can unlock enhanced privileges that extend the convertibility window for term life policiesSpeakers:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Wednesday\, May 6\, 2026 at 11:30 am Il Moro\, 11400 West Olympic Boulevard\, Los Angeles\, CA 90064This event shifts the conversation from basic wellness perks to hard\, quantitative financial planning by exploring 10 distinct ways to leverage the John Hancock Vitality program. We will demonstrate how illustration software allows you to schedule realistic engagement levels tailored to any client\, whether they are a noncommittal 58-year-old or an active marathon runner. Join us to learn how to utilize this institutional-grade tool to solve complex case design challenges\, protect against market volatility\, and drive larger case sizes. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ 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 END:VEVENT END:VCALENDAR