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DTSTART;TZID=America/Los_Angeles:20260820T173000
DTEND;TZID=America/Los_Angeles:20260820T193000
DTSTAMP:20260821T182925Z
CREATED:20260729T200834Z
LAST-MODIFIED:20260821T182925Z
UID:31641-1787247000-1787254200@cavalierassociates.com
SUMMARY:Happy Hour & Networking: The Changing LTC Conversation
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                        NameThis 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/happy-hour-networking-the-changing-ltc-conversation/
LOCATION:On the Thirty\, Sherman Oaks\, 14622 Ventura Blvd #112\, Sherman Oaks\, 91403\, 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:20260825T120000
DTEND;TZID=America/Los_Angeles:20260825T133000
DTSTAMP:20260826T183939Z
CREATED:20260722T184346Z
LAST-MODIFIED:20260826T183939Z
UID:31595-1787659200-1787664600@cavalierassociates.com
SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees
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                        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/most-iuls-offer-potential-secure-horizon-offers-guarantees-cm/
LOCATION:Calo Kitchen & Tequila\, Costa Mesa\, 3333 Bristol St.\, Suite 1876\, Costa Mesa\, CA\, 92626\, 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:20260826T110000
DTEND;TZID=America/Los_Angeles:20260826T120000
DTSTAMP:20260826T184026Z
CREATED:20260805T214449Z
LAST-MODIFIED:20260826T184026Z
UID:31739-1787742000-1787745600@cavalierassociates.com
SUMMARY:The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss
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/the-three-burdens-of-long-term-care-and-a-rollover-strategy-most-advisors-miss/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260827T100000
DTEND;TZID=America/Los_Angeles:20260827T103000
DTSTAMP:20260731T172253Z
CREATED:20260603T194952Z
LAST-MODIFIED:20260731T172253Z
UID:31414-1787824800-1787826600@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
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                        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/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
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