Planning Without a Passport: Life Insurance for Non-Citizens
February 19 @ 12:00 pm - 1:00 pm
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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About the Event
Planning Without a Passport explores how life insurance can be used beyond traditional death benefit or estate planning—serving instead as a strategic tool for wealth accumulation, tax efficiency, and liquidity in cross-border situations where residency, citizenship, and long-term plans may change.
We’ll cover:
Featured Speakers
Thursday, February 19, 2026 at 12:00pm
Panda Inn, 3488 E. Foothill Blvd, Pasadena, CA 91107
Lunch Provided
This is a small-group lunch designed for open conversation and real-world takeaways. Seating is intentionally limited to keep the discussion intimate.
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Venue
Pasadena, CA 91107 + Google Map