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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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  • March 2025

  • Tue 11

    Underwriting Evolution with Chief Underwriter, Ken Turscak

    March 11, 2025 @ 11:00 am - 12:00 pm

    About the EventYou're invited to an exclusive virtual event designed for financial advisors, featuring Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With over 30 years of experience at industry leaders like Lincoln Financial Group […]

  • Wed 26

    Meet Ken Turscak: Underwriting Trends & Happy Hour

    March 26, 2025 @ 4:00 pm - 5:30 pm
    View Restaurant, Newport Beach 900 Newport Center Drive, Newport Beach, United States

    About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person happy hour event to explore advanced underwriting strategies and solutions for your […]

  • Thu 27

    Underwriting Lunch with Ken Turscak

    March 27, 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 David Beas, Marketing Consultant for Cavalier Associates, and Ken Turscak, Chief Underwriter at Advantage Insurance Network, for an in-person lunch event to explore advanced underwriting strategies and solutions for your clients. […]

  • April 2025

  • Thu 24

    LTC Tax Strategies, New Products, and LTC 80+

    April 24, 2025 @ 12:00 pm - 1:00 pm
    Fogo de Chão, Woodland Hills 6263 Topanga Canyon Blvd #100, Woodland Hills, United States

    About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Jen Wagoner, Regional Sales Director at OneAmerica Financial, for an exclusive in-person lunch event. Together, we'll explore innovative LTC solutions, including: Coming Soon […]

  • 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 […]

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

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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