BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.18.2//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:20251016T100000 DTEND;TZID=America/Los_Angeles:20251016T110000 DTSTAMP:20251016T174602Z CREATED:20250910T192131Z LAST-MODIFIED:20251016T174602Z UID:29790-1760608800-1760612400@cavalierassociates.com SUMMARY:Stump the Underwriter...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n\n \n EmailThis field is for validation purposes and should be left unchanged.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 Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/stump-the-underwriter-10-16-25/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251022T120000 DTEND;TZID=America/Los_Angeles:20251022T130000 DTSTAMP:20251022T213836Z CREATED:20250910T191616Z LAST-MODIFIED:20251022T213836Z UID:29783-1761134400-1761138000@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n CommentsThis field is for validation purposes and should be left unchanged.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 Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-los-angeles/ 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:20251023T120000 DTEND;TZID=America/Los_Angeles:20251023T130000 DTSTAMP:20251023T204322Z CREATED:20250910T183214Z LAST-MODIFIED:20251023T204322Z UID:29770-1761220800-1761224400@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Costa Mesa DESCRIPTION:About the EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.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 Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-costa-mesa/ 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 END:VCALENDAR