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DTSTART;TZID=America/Los_Angeles:20250820T120000
DTEND;TZID=America/Los_Angeles:20250820T130000
DTSTAMP:20260404T101001
CREATED:20250729T194224Z
LAST-MODIFIED:20250820T170314Z
UID:28780-1755691200-1755694800@cavalierassociates.com
SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-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:20250819T120000
DTEND;TZID=America/Los_Angeles:20250819T130000
DTSTAMP:20260404T101001
CREATED:20250729T172924Z
LAST-MODIFIED:20250820T170245Z
UID:28759-1755604800-1755608400@cavalierassociates.com
SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/
LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 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:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204450Z
LAST-MODIFIED:20260309T204450Z
UID:31102-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-10/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204446Z
LAST-MODIFIED:20260309T204446Z
UID:31099-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-9/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204444Z
LAST-MODIFIED:20260309T204444Z
UID:31096-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-8/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204437Z
LAST-MODIFIED:20260309T204438Z
UID:31093-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-7/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204435Z
LAST-MODIFIED:20260309T204436Z
UID:31090-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-6/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204432Z
LAST-MODIFIED:20260309T204432Z
UID:31084-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-4/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204432Z
LAST-MODIFIED:20260309T204432Z
UID:31085-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-5/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204429Z
LAST-MODIFIED:20260309T204430Z
UID:31081-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-3/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20260309T204427Z
LAST-MODIFIED:20260309T204428Z
UID:31078-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution-2/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260404T101001
CREATED:20250723T224318Z
LAST-MODIFIED:20250814T193045Z
UID:28735-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-2025-ira-revolution/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250813T100000
DTEND;TZID=America/Los_Angeles:20250813T110000
DTSTAMP:20260404T101001
CREATED:20250619T164740Z
LAST-MODIFIED:20250813T185815Z
UID:28562-1755079200-1755082800@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier3/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250731T120000
DTEND;TZID=America/Los_Angeles:20250731T130000
DTSTAMP:20260404T101001
CREATED:20250417T155619Z
LAST-MODIFIED:20250730T205421Z
UID:28314-1753963200-1753966800@cavalierassociates.com
SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities/
LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, 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:20250730T120000
DTEND;TZID=America/Los_Angeles:20250730T130000
DTSTAMP:20260404T101001
CREATED:20250417T152515Z
LAST-MODIFIED:20250730T205347Z
UID:28289-1753876800-1753880400@cavalierassociates.com
SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities-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:20250717T120000
DTEND;TZID=America/Los_Angeles:20250717T130000
DTSTAMP:20260404T101001
CREATED:20250611T152753Z
LAST-MODIFIED:20250717T163434Z
UID:28494-1752753600-1752757200@cavalierassociates.com
SUMMARY:The Hidden Threats to Your Clients' Legacy—And the Strategy to Beat Them
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/the-hidden-threats-to-your-clients-legacy-and-the-strategy-to-beat-them/
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:20250716T100000
DTEND;TZID=America/Los_Angeles:20250716T110000
DTSTAMP:20260404T101001
CREATED:20250619T164747Z
LAST-MODIFIED:20250716T184022Z
UID:28565-1752660000-1752663600@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier2/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250625T100000
DTEND;TZID=America/Los_Angeles:20250625T110000
DTSTAMP:20260404T101001
CREATED:20250612T170148Z
LAST-MODIFIED:20250716T150338Z
UID:28514-1750845600-1750849200@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250618T120000
DTEND;TZID=America/Los_Angeles:20250618T130000
DTSTAMP:20260404T101001
CREATED:20250417T153050Z
LAST-MODIFIED:20250618T170140Z
UID:28300-1750248000-1750251600@cavalierassociates.com
SUMMARY:Not All Indexed ULs Are Created Equal
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/not-all-indexed-uls-are-created-equal-los-angeles/
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:20250617T120000
DTEND;TZID=America/Los_Angeles:20250617T130000
DTSTAMP:20260404T101001
CREATED:20250416T185543Z
LAST-MODIFIED:20250617T154438Z
UID:28271-1750161600-1750165200@cavalierassociates.com
SUMMARY:Not All Indexed ULs Are Created Equal
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/not-all-indexed-uls-are-created-equal-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:20250424T120000
DTEND;TZID=America/Los_Angeles:20250424T130000
DTSTAMP:20260404T101001
CREATED:20250325T144111Z
LAST-MODIFIED:20250424T172711Z
UID:28132-1745496000-1745499600@cavalierassociates.com
SUMMARY:LTC Tax Strategies\, New Products\, and LTC  80+
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/ltc-tax-strategies-new-products-and-ltc-80/
LOCATION:Fogo de Chão\, Woodland Hills\, 6263 Topanga Canyon Blvd #100\, 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:20250327T120000
DTEND;TZID=America/Los_Angeles:20250327T130000
DTSTAMP:20260404T101001
CREATED:20250120T205153Z
LAST-MODIFIED:20250326T143425Z
UID:27984-1743076800-1743080400@cavalierassociates.com
SUMMARY:Underwriting Lunch  with Ken Turscak
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/underwriting-lunch-with-ken-turscak/
LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, 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:20250326T160000
DTEND;TZID=America/Los_Angeles:20250326T173000
DTSTAMP:20260404T101001
CREATED:20250115T212028Z
LAST-MODIFIED:20250326T143329Z
UID:27956-1743004800-1743010200@cavalierassociates.com
SUMMARY:Meet Ken Turscak: Underwriting Trends & Happy Hour
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/meet-ken-turscak-underwriting-trends-happy-hour/
LOCATION:View Restaurant\, Newport Beach\, 900 Newport Center Drive\, Newport Beach\, 92660\, 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:20250311T110000
DTEND;TZID=America/Los_Angeles:20250311T120000
DTSTAMP:20260404T101001
CREATED:20250123T002417Z
LAST-MODIFIED:20250311T205116Z
UID:28051-1741690800-1741694400@cavalierassociates.com
SUMMARY:Underwriting Evolution with Chief Underwriter\, Ken Turscak
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/underwriting-evolution-with-chief-underwriter-ken-turscak/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250226T120000
DTEND;TZID=America/Los_Angeles:20250226T130000
DTSTAMP:20260404T101001
CREATED:20250106T192906Z
LAST-MODIFIED:20250226T201352Z
UID:27923-1740571200-1740574800@cavalierassociates.com
SUMMARY:LTC Planning Insights
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/ltc-planning-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:20250225T120000
DTEND;TZID=America/Los_Angeles:20250225T130000
DTSTAMP:20260404T101001
CREATED:20241231T172126Z
LAST-MODIFIED:20250225T163059Z
UID:27905-1740484800-1740488400@cavalierassociates.com
SUMMARY:Master LTC Planning Strategies - Irvine
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/master-ltc-planning-strategies-irvine/
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:20250204T110000
DTEND;TZID=America/Los_Angeles:20250204T120000
DTSTAMP:20260404T101001
CREATED:20241231T172101Z
LAST-MODIFIED:20250204T212332Z
UID:27894-1738666800-1738670400@cavalierassociates.com
SUMMARY:Master LTC Planning Strategies
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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/master-ltc-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:20250128T110000
DTEND;TZID=America/Los_Angeles:20250128T120000
DTSTAMP:20260404T101001
CREATED:20241223T235725Z
LAST-MODIFIED:20250128T213842Z
UID:27879-1738062000-1738065600@cavalierassociates.com
SUMMARY:Global Wealth Planning Strategies
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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:20260404T101001
CREATED:20241218T214302Z
LAST-MODIFIED:20250120T180129Z
UID:27844-1737633600-1737637200@cavalierassociates.com
SUMMARY:Global Wealth Insights
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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:20260404T101001
CREATED:20241031T114538Z
LAST-MODIFIED:20241210T161646Z
UID:27695-1733832000-1733835600@cavalierassociates.com
SUMMARY:Mastering Underwriting with Chief Underwriter Ken Turscak
DESCRIPTION:About the EventOver the past year\, life insurance underwriting has seen dramatic change—driven by technology\, shifting risk appetites\, and the growing integration of long-term care. This luncheon session brings together Cavalier’s own David Beas and Ken Turscak\, Chief Underwriter\, to unpack the biggest developments and what they mean for advisors and their clients. Key topics include: AI and Automation: The rise of predictive tools and how technology is reshaping underwriting—are we all still here next year?The LTC Shift in Underwriting: How evolving risk assessment is reshaping life\, hybrid\, and asset-based LTC products—including life with rider strategies\, built-in living benefits\, and LTC annuities.Carrier Capacity & Guidelines: Evolving retention\, reinsurance\, and underwriting manual differences driving new outcomes in foreign national and traditional cases.Emerging Niches: Updates on Multiple Sclerosis\, Sleep Apnea\, HIV\, Parkinson’s\, Cancer history\, Marijuana\, and more.Hosted by: David Beas\, Life Marketing Consultant\, Cavalier AssociatesKen Turscak\, Chief Underwriting Officer\, Cavalier AssociatesThursday\, December 11\, 2025 at 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles\, CA 90064Lunch Provided Join us for a forward-looking conversation designed to help you understand where underwriting is headed—and how to stay one step ahead.     \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
END:VCALENDAR