About the EventTurn Product Features Into Stronger Client StrategiesIndexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the income their policy can provide.Join David Beas of Cavalier Associates and […]
About the Event Explore Secure Horizon’s Guaranteed Lifetime Income and Planning Features Turn Product Features Into Stronger Client Strategies Indexed universal life can offer meaningful accumulation potential—but clients may also want greater certainty about the […]
About the Event Preserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple […]
About the Event Preserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple […]
About the Event Table shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements, the applicable program should be considered automatically. That does […]
About the Event Table shaving and underwriting credit programs can improve the underwriting outcome for qualifying life insurance cases. When a case meets the carrier’s requirements, the applicable program should be considered automatically. That does […]
About the Event Employer-sponsored coverage can provide a valuable foundation, but plan limits may leave key employees with a meaningful protection gap. For advisors, that gap can create an opportunity to bring business-owner clients a […]
About the Event You’re invited to an exclusive advisor session focused on solving today’s hardest-to-place life cases—real cases, real solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier. Get practical, real-time insights to help […]
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
© 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.