About the Event Understanding the TCJA Sunset: What changes are on the horizon? Harris Budget Proposal Insights Connelly Decision: Impacts on corporate-purposed life insurance Innovative Insurance Solutions: Strategies to stay ahead of tax shifts Thursday, September 12, 2024 […]
About the Event Ken Turscak, Chief Underwriter will be discussing Life Insurance Underwriting. Top Underwriting Niches Underwriting Marijuana Businesses Exam-Free Underwriting up to $65 Million The Art of Packaging a Complex Case Wednesday, September 18, […]
About the Event Assets: Protection vs Liquidation Multi-Generational Retention Fiduciary Responsibility Legislative Update: AB567 Tuesday, October 15, 2024 from 12:00pm-1:30pm Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612 Lunch will be Served Register Now […]
About the Event Discussion on crucial topics impacting estate and corporate planning, including: TCJA Sunset: Estate Planning Post-Connelly Decision Corporate Planning Premium Finance SOTU Collaborative Planning Tuesday, October 22, 2024 from 12:00pm-1:00pm Il Fornaio, 18051 […]
About the EventAs the votes will be in and major changes approach, now is the ideal moment to reassess your strategies and prepare for what’s ahead.TCJA Sunset: What it means for estate planningPost-Connelly Decision Corporate […]
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
© CAVALIER ASSOCIATES | Terms Of Use
Use of AI-Generated Images
Some images on this website were created with the assistance of artificial intelligence (AI) tools. These illustrations are provided for conceptual or educational purposes only and are not photographs of actual people, clients, or events.