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2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
(800) 350-2019

MEMBER OF THE ADVANTAGE INSURANCE NETWORK

About Us

Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
(800) 350-2019
Email: info@cavalierassociates.com
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9 events found.

Events

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  • March 2026

  • Thu 5

    Underwriting Uncovered – Field Underwriting Red Flags

    March 5 @ 10:00 am - 11:00 am

    About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]

  • Wed 25

    Dueling Underwriters: The Algorithm vs The Advocate – Irvine

    March 25 @ 5:00 pm - 6:30 pm
    Postino, Irvine 2981 Michelson Dr, Suite E, Irvine, CA

    About the Event David Beas is hosting an advisor-only happy hour in Irvine: Dueling Underwriters: The Algorithm vs The Advocate. Ken Turscak (Chief Underwriter, Cavalier Associates) and Chris Regione (Chief Underwriter, North American) will debate: […]

  • Thu 26

    Dueling Underwriters: The Algorithm vs The Advocate – El Segundo

    March 26 @ 12:00 pm - 1:00 pm
    Fogo de Chão, El Segundo 2121 Rosecrans Ave. Suite 1399, El Segundo, CA, United States

    About the Event David Beas is hosting an advisor-only lunch in El Segundo: Dueling Underwriters: The Algorithm vs The Advocate. Ken Turscak (Chief Underwriter, Cavalier Associates) and Chris Regione (Chief Underwriter, North American) will debate: […]

  • April 2026

  • Thu 30

    Leveraging Large IRAs: Three Wins for Clients, Heirs, and Financial Professionals

    April 30 @ 9:30 am - 11:00 am

    About the Event Life Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees, the largest pool of assets may be in tax-deferred IRAs, which can create problems down the road. Large IRA balances […]

  • May 2026

  • Tue 5

    The Math of Living Longer: 10 Ways to Transform Case Design – Costa Mesa

    May 5 @ 11:30 am - 1:00 pm
    Water Grill, Costa Mesa 3300 Bristol St, Costa Mesa, United States

    About the Event Join 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 […]

  • Wed 6

    The Math of Living Longer: 10 Ways to Transform Case Design – Los Angeles

    May 6 @ 11:30 am - 1:00 pm
    Il Moro Ristorante, Los Angeles 11400 Olympic Blvd, Los Angeles, United States

    About the Event Join 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 […]

  • Thu 28

    Underwriting Uncovered – Diabetes: Mild, Moderate, & Severe Risk Classes

    May 28 @ 10:00 am - 11:00 am

    About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]

  • June 2026

  • Thu 4

    Nationwide’s Care Matters Annuity

    June 4 @ 10:30 am - 11:30 am

    About the Event Join us for an exclusive Zoom session as we highlight one of the most competitive hybrid annuity and long-term care solutions available today. This strategy is designed for both individual and joint coverage, […]

  • July 2026

  • Thu 30

    Underwriting Uncovered – Mental Health History: What’s a Knockout vs. Manageable Risk

    July 30 @ 10:00 am - 11:00 am

    About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]

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Nationwide’s Care Matters Annuity

Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

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(800) 350-2019
2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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