2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361 
(800) 350-2019
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What's New?
Check out our new Sales Spark, the Tax Freeze Strategy, an opportunity created by the SECURE ACT that will reduce both income and inheritance taxes.

DOWNLOAD NOW: Who's On First? Tracking the Ongoing Underwriting Changes

Creating clarity regarding what you can expect from underwriting and new business departments for the foreseeable future.


We now have the ability to retrieve your clients' medical records digitally using Electronic Health Records (EHRs)
Sales Sparks
Find opportunities with new clients or convert cases with existing clients using these innovative case designs.
           An opportunity created by the SECURE ACT that will reduce both income and inheritance taxes.


     A way to ensure your savings lasts all the way through retirement


     A way to get out of large loans borrowed against insurance policies


Recent weeks have seen a flood of announcements from the insurance carrier community regarding underwriting capacity, rider availability, table rating restrictions and more. The pace of it has been, quite simply, overwhelming. Cavalier Associates invites you to spend an hour with Ken Turscak as they begin what will undoubtedly be an ongoing project as the coronavirus pandemic plays out: Creating clarity regarding what you can expect from underwriting and new business departments for the foreseeable future.

Topics include:
  • A discussion of critical underwriting policy changes for clients at older ages, with health histories that would result in a table rated offer or with a history of certain “co-morbid” conditions relative to COVID-19
  • A closer look at the current Jumbo, Auto-Bind and Retention Limits available today
  • Changes to both Temporary Insurance Agreements, Good Health Statements and even Grace Periods in response to the pandemic
  • A summary of the expanded accelerated underwriting and other capabilities with our insurers
Insurance Company Underwriting Updates
Insurance Company Product & Administrative Updates
News from the     COVID-19 Action Center
e-Apps    |    Forms    |     Quoting Engine    |  Contracting    |    Carrier e-Interviews    |    e-Policies    |    Accelerated Underwriting    |    Electronic Health Records    |    Annuity Rate Watch    |    Onboarding    |    Education Center    |    AALU/GAMA