Estate plans sometimes miss a critical trigger for review: changes in clients’ identities. Events such as retirement or business sales can significantly alter what clients want from their plans, making provisions designed for active executives or business owners obsolete. Advisors should ask questions about changes in clients’ goals and perceptions of risk to ensure that estate plans remain relevant. WealthManagement (9/2)
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
CONTACT
© CAVALIER ASSOCIATES | Terms Of Use
Use of AI-Generated Images
Some images on this website were created with the assistance of artificial intelligence (AI) tools. These illustrations are provided for conceptual or educational purposes only and are not photographs of actual people, clients, or events.