About the Event This intimate, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet […]
Events
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About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […] |
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About the Event David Beas is hosting an advisor-only happy hour in Irvine: Dueling Underwriters: The Algorithm vs The Advocate. Ken Turscak (Chief Underwriter, Cavalier Associates) and Chris Regione (Chief Underwriter, North American) will debate: […] |
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About the Event David Beas is hosting an advisor-only lunch in El Segundo: Dueling Underwriters: The Algorithm vs The Advocate. Ken Turscak (Chief Underwriter, Cavalier Associates) and Chris Regione (Chief Underwriter, North American) will debate: […] |
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