BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250813T100000 DTEND;TZID=America/Los_Angeles:20250813T110000 DTSTAMP:20260617T014657 CREATED:20250619T164740Z LAST-MODIFIED:20250813T185815Z UID:28562-1755079200-1755082800@cavalierassociates.com SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier3/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20250723T224318Z LAST-MODIFIED:20250814T193045Z UID:28735-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204427Z LAST-MODIFIED:20260309T204428Z UID:31078-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-2/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204429Z LAST-MODIFIED:20260309T204430Z UID:31081-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-3/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31084-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-4/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31085-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-5/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204435Z LAST-MODIFIED:20260309T204436Z UID:31090-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-6/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204437Z LAST-MODIFIED:20260309T204438Z UID:31093-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-7/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204444Z LAST-MODIFIED:20260309T204444Z UID:31096-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-8/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204446Z LAST-MODIFIED:20260309T204446Z UID:31099-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-9/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260617T014657 CREATED:20260309T204450Z LAST-MODIFIED:20260309T204450Z UID:31102-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-10/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250819T120000 DTEND;TZID=America/Los_Angeles:20250819T130000 DTSTAMP:20260617T014657 CREATED:20250729T172924Z LAST-MODIFIED:20250820T170245Z UID:28759-1755604800-1755608400@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, 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:20250820T120000 DTEND;TZID=America/Los_Angeles:20250820T130000 DTSTAMP:20260617T014657 CREATED:20250729T194224Z LAST-MODIFIED:20250820T170314Z UID:28780-1755691200-1755694800@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the EventThis strategic briefing completely flips the script on traditional life insurance sales\, shifting the focus away from basic wellness perks and into hard\, institutional-grade case design. We will dissect the exact mathematical tactics top advisors are using to weaponize the John Hancock Vitality program. Join us to learn how to transform your clients’ everyday healthy habits into a highly technical financial instrument designed to ruthlessly out-price\, out-plan\, and out-illustrate your competition. What will be covered: Erasing Underwriting & Rider Costs: Learn the exact mathematical strategy to completely offset the extra premium of a 175% (Table 3) substandard health rating and fund a 4% Long-Term Care (LTC) rider with zero additional out-of-pocket costsSupercharging Large Lump Sums: Discover the specific case design your competition is using to generate an extra $1.37 million in death benefit on a $2 million 1035 exchange\, without increasing the client’s planned premium.Bulletproofing Against Volatility: See the institutional-grade case design used to build massive interest rate hedges\, extending a policy’s duration by up to 32 years under severe stress-test conditions.Retiring Premiums Decades Early: Discover how to structure policies so your clients can completely stop paying premiums up to 30 years ahead of scheduleEvent Host & Speaker:👤 David Kopaloff – Brokerage/Marketing Specialist\, Cavalier Associates 👤 Kevin Yerkovich – Sales Vice President\, John Hancock Tuesday\, July 28\, 2026 at 11:30 am Il Fornaio\, 18051 Von Karman Ave\, Irvine\, CA 92612 \n\n \n \n \n\n \n Register Now!\n \n Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-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 END:VCALENDAR