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

MEMBER OF THE ADVANTAGE INSURANCE NETWORK

About Us

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

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

Events

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  • June 2025

  • Tue 17

    Not All Indexed ULs Are Created Equal

    June 17, 2025 @ 12:00 pm - 1:00 pm
    Water Grill, Costa Mesa 3300 Bristol St, Costa Mesa, United States

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

  • Wed 18

    Not All Indexed ULs Are Created Equal

    June 18, 2025 @ 12:00 pm - 1:00 pm
    Il Moro Ristorante, Los Angeles 11400 Olympic Blvd, Los Angeles, United States

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

  • Wed 25

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

    June 25, 2025 @ 10:00 am - 11:00 am

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

  • July 2025

  • Wed 16

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

    July 16, 2025 @ 10:00 am - 11:00 am

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

  • Thu 17

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

    July 17, 2025 @ 12:00 pm - 1:00 pm
    Il Fornaio, Manhattan Beach 1800 Rosecrans Ave., Manhattan Beach, CA, United States

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

  • Wed 30

    Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities

    July 30, 2025 @ 12:00 pm - 1:00 pm
    Water Grill, Costa Mesa 3300 Bristol St, Costa Mesa, United States

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

  • Thu 31

    Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities

    July 31, 2025 @ 12:00 pm - 1:00 pm
    Fogo de Chão, El Segundo 2121 Rosecrans Ave. Suite 1399, El Segundo, CA, United States

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

  • August 2025

  • Wed 13

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

    August 13, 2025 @ 10:00 am - 11:00 am

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

  • Thu 14

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

    August 14, 2025 @ 11:30 am - 12:30 pm

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

  • Thu 14

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

    August 14, 2025 @ 11:30 am - 12:30 pm

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

  • Thu 14

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

    August 14, 2025 @ 11:30 am - 12:30 pm

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

  • Thu 14

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

    August 14, 2025 @ 11:30 am - 12:30 pm

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

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The Evolving Landscape of Life Insurance Underwriting – Los Angeles

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

CONTACT

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