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DTSTART;TZID=America/Los_Angeles:20241022T120000
DTEND;TZID=America/Los_Angeles:20241022T130000
DTSTAMP:20241022T152751Z
CREATED:20240917T114507Z
LAST-MODIFIED:20241022T152751Z
UID:27285-1729598400-1729602000@cavalierassociates.com
SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/discussion-with-justin-smith-principal-of-balanced-strategies-and-president-of-strata-family-office-services/
LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20241015T120000
DTEND;TZID=America/Los_Angeles:20241015T133000
DTSTAMP:20241015T222128Z
CREATED:20240917T114541Z
LAST-MODIFIED:20241015T222128Z
UID:27207-1728993600-1728999000@cavalierassociates.com
SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/protecting-your-practice-with-long-term-care-featuring-one-america-nationwide/
LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240918T110000
DTEND;TZID=America/Los_Angeles:20240918T120000
DTSTAMP:20241009T182105Z
CREATED:20240909T121031Z
LAST-MODIFIED:20241009T182105Z
UID:27113-1726657200-1726660800@cavalierassociates.com
SUMMARY:Top Underwriting Niches with our Chief Underwriter Ken Turscak\, FALU\,FLMI\, ACS
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/top-underwriting-niches-with-our-chief-underwriter-ken-turscak-faluflmi-acs/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20240912T120000
DTEND;TZID=America/Los_Angeles:20240912T133000
DTSTAMP:20241009T182025Z
CREATED:20240820T200041Z
LAST-MODIFIED:20241009T182025Z
UID:26771-1726142400-1726147800@cavalierassociates.com
SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/understanding-the-impacts-of-the-tax-cuts-jobs-act-sunset-and-the-connelly-decision/
LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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