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DTSTART;TZID=America/Los_Angeles:20250128T110000
DTEND;TZID=America/Los_Angeles:20250128T120000
DTSTAMP:20250128T213842Z
CREATED:20241223T235725Z
LAST-MODIFIED:20250128T213842Z
UID:27879-1738062000-1738065600@cavalierassociates.com
SUMMARY:Global Wealth Planning Strategies
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/global-wealth-planning-strategies/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250123T120000
DTEND;TZID=America/Los_Angeles:20250123T130000
DTSTAMP:20250120T180129Z
CREATED:20241218T214302Z
LAST-MODIFIED:20250120T180129Z
UID:27844-1737633600-1737637200@cavalierassociates.com
SUMMARY:Global Wealth Insights
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/global-wealth-insights/
LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 91101\, 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:20241210T120000
DTEND;TZID=America/Los_Angeles:20241210T130000
DTSTAMP:20241210T161646Z
CREATED:20241031T114538Z
LAST-MODIFIED:20241210T161646Z
UID:27695-1733832000-1733835600@cavalierassociates.com
SUMMARY:Mastering Underwriting with Chief Underwriter Ken Turscak
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/mastering-underwriting-with-chief-underwriter-ken-turscak/
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:20241114T120000
DTEND;TZID=America/Los_Angeles:20241114T130000
DTSTAMP:20241114T191350Z
CREATED:20241017T182054Z
LAST-MODIFIED:20241114T191350Z
UID:27521-1731585600-1731589200@cavalierassociates.com
SUMMARY:Post-Election Financial Strategies and Business Planning Insights
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights-2/
LOCATION:Il Fornaio\, Manhattan Beach\, 1800 Rosecrans Ave.\, Manhattan Beach\, CA\, 90266\, 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:20241112T120000
DTEND;TZID=America/Los_Angeles:20241112T130000
DTSTAMP:20241113T214921Z
CREATED:20241007T114526Z
LAST-MODIFIED:20241113T214921Z
UID:27459-1731412800-1731416400@cavalierassociates.com
SUMMARY:Post-Election Financial Strategies and Business Planning Insights
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241107T110000
DTEND;TZID=America/Los_Angeles:20241107T120000
DTSTAMP:20241107T192651Z
CREATED:20240927T201900Z
LAST-MODIFIED:20241107T192651Z
UID:27430-1730977200-1730980800@cavalierassociates.com
SUMMARY:Post-Election Insights on Estate & Corporate Planning with Justin Smith
DESCRIPTION:About the EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/post-election-insights-on-estate-corporate-planning-with-justin-smith/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
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 EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | 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
END:VEVENT
BEGIN:VEVENT
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 EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | 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
END:VEVENT
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 EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | 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
END:VEVENT
BEGIN:VEVENT
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 EventTurn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide. Join David Beas of Cavalier Associates and Nick Lines of North American for a focused look at Secure Horizon. You’ll see how its guaranteed income feature\, index-crediting options and supplemental benefits can support retirement income\, Social Security and legacy-planning conversations. The session will move beyond a product overview to explore client fit\, positioning opportunities and practical ways to incorporate Secure Horizon into case design. What You’ll Learn Create a more predictable retirement income story. See how the LifePay Income Benefit can provide guaranteed lifetime income based on the policy’s terms and benefit requirements—even at advanced ages.Explore five S&P 500® crediting strategies. Learn how the available options work\, including a trigger strategy designed to credit interest when the index is flat or positive.Strengthen Social Security planning conversations. Discover how the PlanGap Benefit may help clients prepare for a potential reduction in future Social Security benefits.The Index Standard. Examine how Secure Horizon’s indexed strategies may support accumulation and how to present them appropriately in an illustration.Address income\, care and legacy concerns in one conversation. Review the SecureStage Supplemental Benefits Endorsement and the optional living-benefit coverage available for qualifying critical\, chronic or terminal illnesses.Is This Session for You? Attend if you work with clients who are: Concerned about creating dependable retirement incomeLooking for life insurance with index-linked growth potentialPreparing for uncertainty surrounding Social SecurityBalancing income\, living-benefit and legacy-planning needsInterested in adding greater predictability to an IUL strategyFeatured Speakers David Beas\, Life Marketing Consultant\, Cavalier Associates Nick Lines\, Regional Vice President\, North American Thursday\, September 10\, 2026 | 11:00 AM Pacific  Zoom (link provided in your Zoom confirmation email)Reserve your seat by completing the registration form    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | 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
END:VEVENT
END:VCALENDAR