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SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
DESCRIPTION:About the EventHow Design\, Guarantees\, and Structure Matter More Than Ever High-profile litigation has prompted many advisors to re-examine how Indexed Universal Life policies are designed and positioned. This advisor-only lunch event moves beyond headlines to focus on practical\, real-world design lessons that matter today. Join David Beas (Cavalier Associates) for a moderated discussion with: J.T. Bell\, AnnexusNicholas Lines\, North American Company for Life and Health InsuranceDiscussion TopicsThe Kyle Busch Case: What Actually FailedDefensive IUL Design: How to Build Policies That Survive RealityIncome-Focused and Protection-Oriented FeaturesThis session is designed to help advisors think more clearly about Indexed UL—not abandon it—by focusing on structure\, guarantees\, and durability. Thursday\, January 29\, 2026 at 12:00pm Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA 92660 Lunch Provided Space is limited. Advance registration is required.     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20260930T100000
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CREATED:20260604T201258Z
LAST-MODIFIED:20260604T202013Z
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SUMMARY:Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It
DESCRIPTION:About the EventHow Design\, Guarantees\, and Structure Matter More Than Ever High-profile litigation has prompted many advisors to re-examine how Indexed Universal Life policies are designed and positioned. This advisor-only lunch event moves beyond headlines to focus on practical\, real-world design lessons that matter today. Join David Beas (Cavalier Associates) for a moderated discussion with: J.T. Bell\, AnnexusNicholas Lines\, North American Company for Life and Health InsuranceDiscussion TopicsThe Kyle Busch Case: What Actually FailedDefensive IUL Design: How to Build Policies That Survive RealityIncome-Focused and Protection-Oriented FeaturesThis session is designed to help advisors think more clearly about Indexed UL—not abandon it—by focusing on structure\, guarantees\, and durability. Thursday\, January 29\, 2026 at 12:00pm Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA 92660 Lunch Provided Space is limited. Advance registration is required.     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
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DTSTART;TZID=America/Los_Angeles:20261029T100000
DTEND;TZID=America/Los_Angeles:20261029T110000
DTSTAMP:20260619T084159
CREATED:20260604T204059Z
LAST-MODIFIED:20260604T222959Z
UID:31440-1793268000-1793271600@cavalierassociates.com
SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes
DESCRIPTION:About the EventHow Design\, Guarantees\, and Structure Matter More Than Ever High-profile litigation has prompted many advisors to re-examine how Indexed Universal Life policies are designed and positioned. This advisor-only lunch event moves beyond headlines to focus on practical\, real-world design lessons that matter today. Join David Beas (Cavalier Associates) for a moderated discussion with: J.T. Bell\, AnnexusNicholas Lines\, North American Company for Life and Health InsuranceDiscussion TopicsThe Kyle Busch Case: What Actually FailedDefensive IUL Design: How to Build Policies That Survive RealityIncome-Focused and Protection-Oriented FeaturesThis session is designed to help advisors think more clearly about Indexed UL—not abandon it—by focusing on structure\, guarantees\, and durability. Thursday\, January 29\, 2026 at 12:00pm Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA 92660 Lunch Provided Space is limited. Advance registration is required.     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/
LOCATION:CA
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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