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DTSTART;TZID=America/Los_Angeles:20260910T110000
DTEND;TZID=America/Los_Angeles:20260910T113000
DTSTAMP:20260731T170203Z
CREATED:20260731T170203Z
LAST-MODIFIED:20260731T170203Z
UID:31680-1789038000-1789039800@cavalierassociates.com
SUMMARY:Give Clients More Than IUL Potential
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260917T120000
DTEND;TZID=America/Los_Angeles:20260917T133000
DTSTAMP:20260819T202915Z
CREATED:20260810T222127Z
LAST-MODIFIED:20260819T202915Z
UID:31754-1789646400-1789651800@cavalierassociates.com
SUMMARY:Give Clients More Than IUL Potential
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential-manhattan-beach/
LOCATION:Saint & Second\, Manhattan Beach\, 3160 N Sepulveda Blvd\, Suite S100\, 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:20260922T113000
DTEND;TZID=America/Los_Angeles:20260922T130000
DTSTAMP:20260820T162707Z
CREATED:20260820T162707Z
LAST-MODIFIED:20260820T162707Z
UID:31929-1790076600-1790082000@cavalierassociates.com
SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-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:20260923T113000
DTEND;TZID=America/Los_Angeles:20260923T130000
DTSTAMP:20260820T162705Z
CREATED:20260820T162705Z
LAST-MODIFIED:20260820T162705Z
UID:31941-1790163000-1790168400@cavalierassociates.com
SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-cm/
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:20260930T100000
DTEND;TZID=America/Los_Angeles:20260930T103000
DTSTAMP:20260824T172439Z
CREATED:20260604T201258Z
LAST-MODIFIED:20260824T172439Z
UID:31431-1790762400-1790764200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260930T100000
DTEND;TZID=America/Los_Angeles:20260930T103000
DTSTAMP:20260902T153653Z
CREATED:20260902T153653Z
LAST-MODIFIED:20260902T153653Z
UID:32024-1790762400-1790764200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/underwriting-uncovered-table-shaving-underwriting-credits-how-the-programs-work-and-what-underwriters-need-to-see-fir/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261021T113000
DTEND;TZID=America/Los_Angeles:20261021T130000
DTSTAMP:20260824T172838Z
CREATED:20260622T193626Z
LAST-MODIFIED:20260824T172838Z
UID:31499-1792582200-1792587600@cavalierassociates.com
SUMMARY:Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/closing-the-executive-coverage-gap-up-to-5m-guaranteed-issue-protection/
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:20261029T100000
DTEND;TZID=America/Los_Angeles:20261029T103000
DTSTAMP:20260824T172925Z
CREATED:20260604T204059Z
LAST-MODIFIED:20260824T172925Z
UID:31440-1793268000-1793269800@cavalierassociates.com
SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Know the Underwriting Breakpoints Before You Submit
DESCRIPTION:About the EventLife Insurance Strategies for Today’s Tax Challenges For many retirees and pre-retirees\, the largest pool of assetsmay be in tax-deferred IRAs\, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn\, at which time\, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act\, which eliminated the stretch IRA for most beneficiaries\, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide: death benefit protectiona plan for future taxesinheritance outcomeslong-term value for clients and their familiesThis session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment. Zoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance.     \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Zoom Event
URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
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