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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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  • July 2025

  • 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 […]

  • 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 […]

  • 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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