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DTSTART;TZID=America/Los_Angeles:20260305T100000
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DTSTAMP:20260305T183013Z
CREATED:20251229T181245Z
LAST-MODIFIED:20260305T183013Z
UID:30812-1772704800-1772708400@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Field Underwriting Red Flags
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        InstagramThis 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/underwriting-uncovered-field-underwriting-red-flags/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260325T170000
DTEND;TZID=America/Los_Angeles:20260325T183000
DTSTAMP:20260330T145656Z
CREATED:20260226T182524Z
LAST-MODIFIED:20260330T145656Z
UID:31028-1774458000-1774463400@cavalierassociates.com
SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \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/dueling-underwriters-the-algorithm-vs-the-advocate/
LOCATION:Postino\, Irvine\, 2981 Michelson Dr\, Suite E\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260326T120000
DTEND;TZID=America/Los_Angeles:20260326T130000
DTSTAMP:20260330T145710Z
CREATED:20260303T210349Z
LAST-MODIFIED:20260330T145710Z
UID:31055-1774526400-1774530000@cavalierassociates.com
SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo
DESCRIPTION:About the EventTable shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements\, the applicable program should be considered automatically.  That does not mean advisors can afford to leave the process to chance.  Understanding how these programs work can help you identify favorable case characteristics\, select an appropriate carrier\, and increase the chances of qualifying for credits tha deliver the best possible outcome for the client.  Join Chief Underwriting Officer Ken Turscak and Adam Cavalier for a practical discussion of how carriers evaluate cases for table shaving and underwriting credits—and what advisors should know before submitting the case. You’ll learn:  How automatic table-shaving and underwriting credit programs generally work Which health\, lifestyle\, laboratory\, and other favorable factors may affect eligibility How program structures and qualification criteria can differ among carriers What case information and documentation underwriters need to evaluate all applicable factors How greater familiarity with these programs can support carrier selection and client expectation-setting Walk away with a clearer understanding of how these programs affect underwriting decisions—and how to position challenging cases for complete and accurate consideration.  Register Now!     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        LinkedInThis 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/dueling-underwriters-the-algorithm-vs-the-advocate-el-segundo/
LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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