Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
We’re excited to invite you to an exclusive virtual discussion featuring expert insights on life insurance, estate, tax, and wealth accumulation strategies for foreign national and international clients.
Join David Beas, Marketing Consultant at Cavalier Associates, as he interviews Justin Smith, Principal at Cavalier Associates and President of Balanced Strategies. With extensive experience collaborating with advisors and attorneys in the foreign national and international planning space, Justin will share his expertise on navigating these complex strategies.
Topics Include:
Life insurance strategies tailored for international clients
Effective estate and tax planning across borders
Wealth accumulation tools for global high-net-worth individuals
About the Event
We’re excited to invite you to an exclusive virtual discussion featuring expert insights on life insurance, estate, tax, and wealth accumulation strategies for foreign national and international clients.
Join David Beas, Marketing Consultant at Cavalier Associates, as he interviews Justin Smith, Principal at Cavalier Associates and President of Balanced Strategies. With extensive experience collaborating with advisors and attorneys in the foreign national and international planning space, Justin will share his expertise on navigating these complex strategies.
Topics Include:
Tuesday, January 28, 2025 at 11 am Pacific
Zoom, Link provided upon registration
Register Now!
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