[vc_row el_id=”resources”][vc_column][trx_section title=”Resources” description=”The Cavalier Strategy provides industry resources for life insurance producers and financial advisors in the affluent and mass-affluent markets. Click any of the links below to download our free Guides, eBooks and Webinars on advanced life insurance concept and designs.”][vc_column_text]
Optimizing Life Insurance Policies
- Examining MEC’s and Annuities
- Re-thinking Buy Term and Invest The Difference
- Using Life Insurance to Fund Special Needs Trusts
- Real floors in Indexed UL contracts
- Justin Smith on real real returns [Webinar]
- Strategies for using life insurance as an asset class
- Protecting Wealth from Long-Term Care Expenses
Estate Planning
Business/Succession Planning
Industry/Carrier Research
- Examining the Financial Strength of Insurance Carriers
- Chronic or critical care riders by carrier
- Loan options and rates
- Understanding 1035 exchanges
- Managing risk and driving portfolio returns using life insurance
- Key Elements of Guaranteed Provisions in IUL Contracts
- Portfolio Allocation Alternatives Using Life Insurance Products
- Tax Diversification Reference Sheet
- Choosing the Right Life Insurance Professional
Long Term Care
- Guide to Asset-Based Long Term Care Products
- Analyzing the total cost of MoneyGuard and traditional LTC
- Repositioning bank-held assets into MoneyGuard
- Why MoneyGuard is the right solution in the LTC market
- Protecting Wealth from Long-Term Care Expenses
- Long-Term Care Risk May be Greater for Women than Men
[/vc_column_text][/trx_section][/vc_column][/vc_row]
