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 […]
About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election […]
About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election […]
About the Event Financial advisors don’t miss this unique opportunity to dive into underwriting insights with Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With 30+ years of experience—including leadership at Lincoln Financial and MetLife—Ken […]
About the Event This exclusive event is designed to explore advanced life insurance, estate, tax, and accumulation planning strategies for foreign national and international clients. Join us for an intimate gathering featuring a curated lunch […]
About the Event We’re excited to invite you to an exclusive virtual discussion featuring expert insights on life insurance, estate, tax, and wealth accumulation strategies for foreign national and international clients. Join David Beas, Marketing […]
About the EventJoin David Beas, Marketing Consultant at Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for a virtual session to explore actionable long-term care (LTC) planning techniques tailored for affluent […]
About the Event This exclusive event is designed to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients. Join us for an intimate gathering featuring a curated lunch experience […]
About the Event Join David Beas, Marketing Consultant for Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for an in-person lunch event to explore advanced long-term care (LTC) planning strategies and […]
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 […]
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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