A Simplified Approach to Multi-Life Executive Business Cases
It’s rather obvious that the ability to retain key executives is crucial to the success of any business, and today’s employment market is anything but business friendly. That fact pattern has been driving significant sales volumes in the Executive Benefits space, with a particular emphasis on supplemental retirement strategies for key employees.
For a small business with a modest number of these strategically important employees, designing and implementing a plan, including the underwriting process, is fairly straightforward. Once the roster of these employees rises above 10, an individual underwriting approach becomes cumbersome to the point of being punitive and can often stop these sales in their tracks.
That’s where the availability of multi-life programs offering simplified if not guaranteed issue become some powerful. Virtually any business life insurance strategy can be executed via these programs, completely removing a challenging obstacle. Reach out to Cavalier Associates today to learn more about how these programs can simplify your next Executive Benefits case!
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.
