Event Library

Event Library

To see a calendar of upcoming events, visit our Event Calendar here.

Schedule a 1-on-1 call with any of the subject matter experts featured
in a Cavalier Associates or America’s Top Planner™ Event

By phone (800) 350-2019 or Email Events@TheCavalierStrategy.net

 

Cavalier Strategy Event Archive:

Underwriting Niches that Win Cases

Kenneth Turscak, FALU, FLMI, ACS is our resident Chief Medical Director. Ken has more than twenty years of underwriting experience. In 2015, he and his team were responsible for assisting with the placement of more than $56.5 million of target life insurance premium.


A Unique Multi-Generational Approach to Long-Term Care Planning

Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations. In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations.


Dormant Assets, Changing Priorities and 20-20 Foresight Modern Legacy Planning and Risk Management Strategies

Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations. In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations.


Don’t Reduce Estate Tax: Eliminate It In 2018. Why and How

Bruce Givner, Esq., of Givner & Kaye, A Professional Corporation is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU’s LL.M (Tax) program. He has been practicing tax law for almost four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional articles and books.


Unlocking Opportunities with High-Earner Clients: Excess Disability Coverage

Milt Belfer, CLU is the founder of The MB Group and is nationally recognized for his expertise in designing innovative insurance programs.

Since beginning his career in 1978, Milt’s clients have enjoyed the benefits of his innovative, cost-effective life, disability and long term care insurance solutions and his exceptional service. Corporations and high net worth clients rely on Milt for his ability to be objective and knowledgeable in solving complex problems.


Finding the Silver Lining: How to Turn a Tax Liability into Tax-Free LTC Benefits

Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations. In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations.


The Ins and Outs of Underwriting LTC/CI Products and Riders

Kenneth Turscak, FALU, FLMI, ACS is our resident Chief Medical Director. Ken has more than twenty years of underwriting experience. In 2015, he and his team were responsible for assisting with the placement of more than $56.5 million of target life insurance premium.


Asset-Based Long-Term Care Funding Strategies

Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations. In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations.


Implementing De-Risked Premium Financed Life Insurance Transactions

Justin Smith is the founder of Balanced Strategies, LLC and is also a Principal and Managing General Agent of Cavalier Associates, a national, life insurance brokerage general agency and leading member of Advantage Insurance Network. Justin is a founding Principal of America’s Top Planner™. He serves as a member of various industry groups including AALU and has served as a board member of Forum 400 as well as his local Society of Financial Services Professionals chapter. Justin is a graduate of the University of Oregon where he earned his Bachelor of Science degree in Economics.


Planning Opportunities in the Asset-Based Long-Term Care and Chronic Illness Insurance Market

Jaime Mueller currently serves as the Director of Member Services at AIN.

Mueller’s background includes a variety of roles at both insurance companies and insurance marketing organizations. In her current role, Mueller focuses exclusively on the asset-based Long-Term Care and Chronic Illness and is charged with growing sales in the segment across a nationwide network of insurance marketing organizations.


Ken Turscak: Underwriting Niches for 2017 – Uncovering New Cases

Kenneth Turscak, FALU, FLMI, ACS is our resident Chief Medical Director. Ken has more than twenty years of underwriting experience. In 2015, he and his team were responsible for assisting with the placement of more than $56.5 million of target life insurance premium.


Strategies to Recruit, Reward and Retain Key Talent

Paul Sargent, brings 10 years of advanced life insurance planning to his role as Regional Vice-President – Business Owner and Executive Solutions with the Principal Financial Group. He began his career as a financial advisor and after joining The Principal in 2006, Paul led an internal life sales team and managed corporate relationships with four of the largest life distribution partners at The Principal. Additionally, he spent four years as Director of Development for Rocky Mountains Business Center at The Principal, focusing on helping advisors grow their risk management practices.


Competitive Advantages to Differentiate Yourself with Business Owners

Paul Sargent, brings 10 years of advanced life insurance planning to his role as Regional Vice-President – Business Owner and Executive Solutions with the Principal Financial Group. He began his career as a financial advisor and after joining The Principal in 2006, Paul led an internal life sales team and managed corporate relationships with four of the largest life distribution partners at The Principal. Additionally, he spent four years as Director of Development for Rocky Mountains Business Center at The Principal, focusing on helping advisors grow their risk management practices.


The New Era of Underwriting: Understanding Today’s Automated Underwriting Programs

Kenneth Turscak, FALU, FLMI, ACS is our resident Chief Medical Director. Ken has more than twenty years of underwriting experience. In 2015, he and his team were responsible for assisting with the placement of more than $56.5 million of target life insurance premium.


The New Language of Life Insurance: Change Your Language, Change Your Results

Michael Maslansky, CEO, Maslansky + Partners and Chris Behling, National Accounts and Business Development, AXA, “go deep” into the recently conducted research into consumer sentiment about the life insurance industry’s products and “jargon”. Could increased sales be only as far away as updating our vocabulary?


The Future of Life Insurance at John Hancock – Product, Engagement and Modernization

Greg Mack, John Hancock’s Senior Vice President of Sales and Distribution discusses the current state of affairs at John Hancock and in our industry, including the lessons learned since the launch of the Vitality Platform, and what to expect from John Hancock in 2016.


What’s Really Behind the Life Insurance Industry’s Sales Stall?

Bobby Samuelson is a Vice President on MetLife’s Life Product Development team. Prior to joining MetLife, Bobby was the Executive Editor of The Life Product Review, a subscription service providing independent and objective life insurance product intelligence through weekly articles on life insurance issues and quantitative reviews of new product offerings. Additionally, Bobby provided consulting services to major life insurers, large distributors, high-end producers and professional advisors through SamuelsonDesign, LLC.


Part II of IV Part Series: Exploring Many of the “Little Known or Misunderstood” Medical Underwriting Enhancements

Kenneth Turscak, FALU, FLMI, ACS is our resident Chief Medical Director. Ken has more than twenty years of underwriting experience. In 2015, he and his team were responsible for assisting with the placement of more than $56.5 million of target life insurance premium.


Ken Turscak: Key Underwriting Niches of Q4

Ken Turscak, FALU, FLMI, ASC, our in-house chief underwriter, highlights key underwriting niches that can make the difference between success and failure on your next challenging case.


Richard M. Weber, MBA, CLU: Everything You Need to Know About IUL and the New Illustration Regulations

Richard M. Weber, MBA, CLU is known as one of the life insurance industry’s leaders for his work in insurance company and product Due Care. For 25 years a successful life insurance salesman and 20-year life member of the MDRT, he joined Merrill Lynch Insurance Group, and from late-1993 to the end of 1995 was Vice President and Manager of Client Education and Field Development. For his two year “tour” in upper management with a life insurance carrier, his responsibilities included developing communication programs which enhance client understanding of insurance products and reconciling product performance against product expectations. Since then, Dick founded and is President of The Ethical Edge, Inc., providing training and consulting services that help empower both agents and their clients to explore and view life insurance in the broader context of financial planning.


Panel Discussion: Making Sense of the LTC and Chronic Illness Market, a round-table discussion with representatives from AIG, John Hancock, Lincoln Financial Group and Mutual of Omaha.


IUL Myths Debunked: An Hour with John McSwaney, the architect of Voya’s flagship IUL product: IUL Global Choice.


 


America’s Top Planner™ Events:

Steve OshinsSteve Oshins & Robert S. Keebler: Viable Estate Planning Techniques When § 2704 Regulations Become Final

Bio: Steven J. Oshins, J.D., AEP (Distinguished), is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012 and 2015 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is rated AV by the Martindale-Hubbell Law Directory.

Bob Keebler

Bio: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.


Ray OlmoRay Olmo: Private Retirement Trust – The Most Powerful Exemption for Californians

Bio: Ray Olmo, is a Certified Estate Planner™ and Registered Financial Consultant™ and has over 25 years of administration expertise in qualified plans, non-qualified deferred compensation & executive benefit plans, and is the pioneer and innovator of the Private Retirement Trust™, the only Employee-funded plan design that truly ensures to resolve the retirement needs for business owners and private equity investors.


Lou PierroLouis W. Pierro: Estate Planning Under the Trump Presidency and a Republican Congress

Bio: Louis W. Pierro, Esq., is the founder and principal of Pierro, Connor & Associates, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating from the Martindale-Hubbell since 2001.


Robert KeeblerRobert Keebler: Advanced Planning for IRA’s Under President Trump

Bio: Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.


Michael BabikianMichael Babikian: Planning in the Information Age With Digital Assets

Bio: Michael Babikianis President and CEO of LegacyShield. An established innovator in the field of legacy planning, he combined tech solutions, social media, and an understanding of the complexities of legacy planning to pioneer the easy to use, cloud based system that LegacyShield® is today. Michael wanted to figure out a way to help families stay organized, track crucial financial records, and store information for future generations as well as preserve their family history. Prior to co-founding LegacyShield®, Michael was President and CEO of Transamerica Brokerage and, before that, Executive VP and Chief Product Officer. Michael stays in touch with a number of professional and community associations, serving as Chairman, where he offers advice and guidance based on in-depth industry knowledge.


Bruce GivnerBruce Givner: How to Get a Zero Estate Tax Even in Difficult Situations

Bio: Bruce Givner, Esq. of Givner & Kaye, A Professional Corporation is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU’s LL.M (Tax) program. He has been practicing tax law for almost four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional articles and books.


Randy WhitelawE. Randolph Whitelaw: The Lapse Crisis and the Need for Credible Life Policy Management

Bio: E. Randolph “Randy” Whitelaw, is the founder and managing partner of The TOLI Center, LLC, and Trust Asset Consultants, LLC (TAC), based in St Louis, MO. The TOLI Center provides life insurance policy administration, performance monitoring and risk management services. Policy value performance monitoring, product and carrier suitability, and policy restructure negotiation, design and complex underwriting, are amongst Randy’s recognized areas of expertise.


alma-beckAlma Beck: Planning for Same Sex Couples After Recent Supreme Court Decisions

Bio: Alma Soongi Beck , is a partner in the Trusts and Estates Group at Lakin Spears, LLP, in Palo Alto, California. She is certified by the California State Bar Board of Legal Specialization in estate planning, trust and probate law. Alma’s estate planning practice focuses on revocable living trusts, wills, and powers of attorney, which includes Medi-Cal and long-term care planning, IRA Inheritance trusts, and beneficiary controlled irrevocable trusts. For unmarried and same-sex couples, she also offers consultations on the legal and tax implications of domestic partnership, marriage, and property co-ownership.


Bruce GivnerBruce Givner, Esq.: Selling a Business or Real Estate for Little or No Tax

Bio: Bruce Givner, Esq., is a partner at The Law Offices of Givner & Kaye, A Professional Corporation. He has been practicing tax law for almost four decades concentrating on income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, as well as individuals and their closely held corporations.


Tim VoohreesTim L. Voorhees: Planning Solutions for the Two Million Americans Earning Over $500K

Bio: Tim L. Voorhees, is a partner at Matsen Voorhees Mintz Law and President of its Family Office Services affiliate. Since beginning his career as a Wealth Counselor in 1978, Tim Voorhees has become a nationally-known financial and estate planner, speaker, and consultant. In addition to a Juris Doctorate, Tim holds a BA in economics and an MBA in finance. Since focusing on zero-tax-planning in 1990, Tim has had key roles in planning thousands of cases for clients with net worth ranging from $3 million to over $1 billion.


Carl WaldmanCarl R. Waldman: Using Qualified Retirement Plans After ATRA

Bio: Carl R. Waldman, principal of Carl R. Waldman, A Law Corporation. Mr. Waldman emphasizes Tax Planning and Estate Planning for business owners and executives as well as Charitable Planning and Trust and Estate Administration law and is a member of the State Bar of California, American Bar Association Section of Taxation, Beverly Hills Bar Association and Los Angeles County Bar Association.


Robert KeeblerRobert S. Keebler: Understand How to Use Life Insurance to Properly Hedge the IDGT Tax Burn

Bio: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of “first impression”.


Richard SchmitzRichard C. Schmitz: Private Placement Life Insurance

Bio: Richard C. Schmitz is the Chairman & CEO of Westport Advisor. Westport develops vehicles that enable individuals and institutions to make tax-efficient investments in hedge funds, private equity, real estate and other alternative assets. He previously lead the insurance practice at Wilson Harvey Browndorf. As Managing Director, he assisted high net worth individuals and family offices in the design and implementation of domestic and offshore life insurance and annuity structures and oversees the marketing and development of the firm’s insurance practice. He also consulted with firm clients about the implementation, reporting, and analysis aspects of their investment portfolios.


Jeff NashJeff Nash: Fund Your Client’s Estate Planning Strategy with a Found Asset

Bio: Jeff Nash, co-founder of EquityKey, serves as Managing Director for the company. With a background in financial derivative instruments and business development, Jeff provides direction to EquityKey on its business strategy development, its market expansion, and its key strategic partnerships. Prior to developing EquityKey, Jeff was a partner with the Conquest Capital Group, a New York-based hedge fund. He has participated in a number of start-up and venture concerns in both the capital acquisition and operational phases.


Louis PierroLouis W. Pierro, Esq.: Designing Special Needs Trusts – Creating, Protecting & Managing Wealth for Disabled Family Members

Bio: Louis W. Pierro, Esq. is the founding partner of Pierro, Schaeffer & Connor, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law, and Special Needs Planning. He is also the CEO of Advocated Planning Group. Mr. Pierro has been selected to the Best Lawyers in America, the Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating from the Martindale-Hubbell since 2001.


Steve OshinsSteven J. Oshins, J.D., AEP (Distinguished): Decanting Trusts

Bio: Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012 and 2015 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth.  He is rated AV by the Martindale-Hubbell Law Directory.


Joseph StrazzeriJoseph J. Strazzeri, Esq.: Restructuring Prior Planning & Repurposing Assets Including Life Insurance

Bio: Joseph J. Strazzeri, principal and founder of Strazzeri Mancini LLP, practices in tax, asset protection, business, estate, business succession, charitable, and retirement planning and implementation. Mr. Strazzeri received his J.D. in 1996 from Thomas Jefferson School of Law, San Diego. He is a member of Wealth Counsel, the American Bar Association, the California State Bar Association, the Trust and Probate Section of the San Diego County Bar Association, and is a National Keynote speaker to such organizations and the financial industry across the country. Mr. Strazzeri is a principal of the Founders Group, a Business Strategies Collaborative, a Laureate in Wealth Strategies at the Laureate Center for Wealth Advisors as well as Teaching Fellow at the Southern California Institute. Mr. Strazzeri is a frequent speaker and a co-author of several books and course materials on estate, tax, asset protection, and business planning issues.


Mike NolanMike Nolan: Planning Opportunities Found Through Executive Benefit Plans

Bio: Mike Nolan is a financial engineer with more than 40 years of experience in the financial services industry. Nolan is the President and CEO of Nolan Financial, which specializes in the custom design, enrollment, funding and recordkeeping of non-qualified retirement plans including Bank Owned Life Insurance. He has presented cutting-edge ideas in speaking engagements throughout the United States and has written numerous articles for financial publications based upon his experience and knowledge of the financial services industry.


Roy Farmer IIRoy A. Farmer II: The Economic Power of ESOP Planning

Bio: Roy A. Farmer II is a Managing Director of Business Transition Advisors Inc. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation. A graduate from American River College and Brigham Young University with degrees in Business and Business Administration, Mr. Farmer has also been actively involved in the financial industry since the mid ’70’s. Mr. Farmer has been active in the ESOP community since 1999, and has worked on well over 100 transactions. He is a member of the ESOP Association and is currently on the Board of Directors for a defense contractor and an oilfield services company.