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MEMBER OF THE ADVANTAGE INSURANCE NETWORK

About Us

Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

Our Commitment

While being a visionary and offering the universe of insurance products are extremely important, the single most important factor that contributes to our firm’s success and ultimately the success of the insurance advisor who elects to do business with our organization is the commitment we make to our staff that in turn make to the insurance advisor.

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Strategy

Developing new ways to help you by assembling a collection of “best in class” resources.

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Markets

Cavalier Associates serves four primary market segments in the insurance industry.

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Utilities

Just as the insurance carriers we represent are hand-picked, each tool has been carefully selected to provide a high level of utility.

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We serve four primary market segments in the insurance industry.

We have assembled a product and service portfolio that covers all four of these primary market segments.

Middle Market

Our team is highly engaged with middle market clients with a continual commitment on growth.

Mass Affluent Market

Our targeted strategies for the mass affluent market have proven to achieve considerable success for our clients.

Affluent Market

There is no one-size-fits-all. Our personalized approach ensures multi-generational success for our affluent market clients.

Older Age Market

Older age clients think differently. We have the expertise that allow us to tap into that mindset and provide services that specifically foster their needs.

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Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

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