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

MEMBER OF THE ADVANTAGE INSURANCE NETWORK

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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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12 events found.

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  • June 2025

  • Wed 18
    June 18 @ 12:00 pm - 1:00 pm

    Not All Indexed ULs Are Created Equal

    Il Moro Ristorante, Los Angeles 11400 Olympic Blvd, Los Angeles, United States

    About the Event Join Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don't Have Access To!  Gain insider access to indexed […]

  • Wed 25
    June 25 @ 10:00 am - 11:00 am

    “Stump the Underwriter”…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    About the Event Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session.  This is your chance to bring in those tricky life cases. Whether rated or […]

  • July 2025

  • Wed 16
    July 16 @ 10:00 am - 11:00 am

    “Stump the Underwriter”…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    About the Event Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session.  This is your chance to bring in those tricky life cases. Whether rated or […]

  • Thu 17
    July 17 @ 12:00 pm - 1:00 pm

    The Hidden Threats to Your Clients’ Legacy—And the Strategy to Beat Them

    Il Fornaio, Manhattan Beach 1800 Rosecrans Ave., Manhattan Beach, CA, United States

    About the Event Join David Kopaloff, Life Marketing Consultant at Cavalier Associates, and Karen Hoffman, Vice President, Advanced Planning at Prudential Financial, as they share cutting-edge strategies. What You’ll Learn: Unlock Hidden IRA Value Address […]

  • Wed 30
    July 30 @ 12:00 pm - 1:00 pm

    Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities

    Water Grill, Costa Mesa 3300 Bristol St, Costa Mesa, United States

    About the Event Join us for an exclusive Lunch & Learn event designed specifically for financial advisors who want to drive meaningful client outcomes and increase their sales opportunities. Discover powerful strategies that leverage existing […]

  • Thu 31
    July 31 @ 12:00 pm - 1:00 pm

    Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities

    Fogo de Chão, El Segundo 2121 Rosecrans Ave. Suite 1399, El Segundo, CA, United States

    About the Event Join us for an exclusive Lunch & Learn event designed specifically for financial advisors who want to drive meaningful client outcomes and increase their sales opportunities. Discover powerful strategies that leverage existing […]

  • August 2025

  • Wed 13
    August 13 @ 10:00 am - 11:00 am

    “Stump the Underwriter”…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    About the Event Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session.  This is your chance to bring in those tricky life cases. Whether rated or […]

  • Thu 14
    August 14 @ 11:30 am - 12:30 pm

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Tue 19
    August 19 @ 12:00 pm - 1:00 pm

    How to Identify Life Insurance Replacements, Multi-Generational Wealth Building, and IUL Built for Small Business

    Nick's Restaurant, Pasadena 336 S Lake Ave, Pasadena, United States

    About the Event When was the last time you took a hard look at your clients’ inforce life insurance? Too often, outdated policies sit untouched missing the mark on performance, protection, and planning potential. This […]

  • Wed 20
    August 20 @ 12:00 pm - 1:00 pm

    How to Identify Life Insurance Replacements, Multi-Generational Wealth Building, and IUL Built for Small Business

    Il Moro Ristorante, Los Angeles 11400 Olympic Blvd, Los Angeles, United States

    About the Event When was the last time you took a hard look at your clients’ inforce life insurance? Too often, outdated policies sit untouched missing the mark on performance, protection, and planning potential. This […]

  • September 2025

  • Wed 10
    September 10 @ 10:00 am - 11:00 am

    “Stump the Underwriter”…Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier

    About the Event Join Ken Turscak, Chief Underwriting Officer at Cavalier Associates, and Adam Cavalier for a powerful, interactive underwriting session.  This is your chance to bring in those tricky life cases. Whether rated or […]

  • Thu 11
    September 11 @ 10:30 am - 11:30 pm

    DI 101: Exploring the Basics

    About the Event Join us for 3 exclusive Virtual Events where we’ll explore the Disability Insurance. Gain valuable insights to help you better serve your clients! What You’ll Learn & When: Thursday, September 11 -  […]

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OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients – Costa Mesa

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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