BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.18.2//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:VEVENT DTSTART;TZID=America/Los_Angeles:20260922T113000 DTEND;TZID=America/Los_Angeles:20260922T130000 DTSTAMP:20260923T160835Z CREATED:20260820T162707Z LAST-MODIFIED:20260923T160835Z UID:31929-1790076600-1790082000@cavalierassociates.com SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n\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/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:20260923T160839Z CREATED:20260820T162705Z LAST-MODIFIED:20260923T160839Z UID:31941-1790163000-1790168400@cavalierassociates.com SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/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:20260930T183832Z CREATED:20260604T201258Z LAST-MODIFIED:20260930T183832Z 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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/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:20261006T120000 DTEND;TZID=America/Los_Angeles:20261006T133000 DTSTAMP:20261007T181942Z CREATED:20260915T185232Z LAST-MODIFIED:20261007T181942Z UID:32051-1791288000-1791293400@cavalierassociates.com SUMMARY:What Your Business Is Actually Worth DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/what-your-business-is-actually-worth-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:20261007T120000 DTEND;TZID=America/Los_Angeles:20261007T133000 DTSTAMP:20261007T181953Z CREATED:20260915T185241Z LAST-MODIFIED:20261007T181953Z UID:32065-1791374400-1791379800@cavalierassociates.com SUMMARY:What Your Business Is Actually Worth DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/what-your-business-is-actually-worth-woodland-hills/ LOCATION:Saint & Second\, Woodland Hills\, 6220 CA-27\, Suite 1480\, Woodland Hills\, 91367\, 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:20261021T113000 DTEND;TZID=America/Los_Angeles:20261021T130000 DTSTAMP:20261022T192039Z CREATED:20260622T193626Z LAST-MODIFIED:20261022T192039Z 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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/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:20261022T110000 DTEND;TZID=America/Los_Angeles:20261022T120000 DTSTAMP:20261022T192046Z CREATED:20261012T200055Z LAST-MODIFIED:20261022T192046Z UID:32168-1792666800-1792670400@cavalierassociates.com SUMMARY:The Three Burdens of Long-Term Care—and How to Use Qualified Money for LTC DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-three-burdens-of-long-term-care-and-how-to-use-qualified-money-for-ltc/ 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: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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/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 BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261103T110000 DTEND;TZID=America/Los_Angeles:20261103T114500 DTSTAMP:20261008T221441Z CREATED:20261007T222806Z LAST-MODIFIED:20261008T221441Z UID:32149-1793703600-1793706300@cavalierassociates.com SUMMARY:The Conversations Driving Large Life Insurance Sales DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-conversations-driving-large-life-insurance-sales/ 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:20261111T110000 DTEND;TZID=America/Los_Angeles:20261111T120000 DTSTAMP:20261022T151708Z CREATED:20261022T151708Z LAST-MODIFIED:20261022T151708Z UID:32220-1794394800-1794398400@cavalierassociates.com SUMMARY:Washington After the Vote - Policy Prospects and Planning Priorities DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/washington-after-the-vote-policy-prospects-and-planning-priorities/ 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:20261119T100000 DTEND;TZID=America/Los_Angeles:20261119T110000 DTSTAMP:20261016T213947Z CREATED:20261016T213914Z LAST-MODIFIED:20261016T213947Z UID:32195-1795082400-1795086000@cavalierassociates.com SUMMARY:Rethink the Cost Conversation: IRA Assets and Long-Term Care Protection DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/rethink-the-cost-conversation-ira-assets-and-long-term-care-protection/ 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:20261209T100000 DTEND;TZID=America/Los_Angeles:20261209T110000 DTSTAMP:20261022T151635Z CREATED:20261022T151546Z LAST-MODIFIED:20261022T151635Z UID:32231-1796810400-1796814000@cavalierassociates.com SUMMARY:The Retirement Firewall: Planning for a Health Crisis DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-retirement-firewall-planning-for-a-health-crisis/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR