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Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

BOLI Profile Questionnaire

Although there are very few true experts in the field, Bank Owned Life Insurance (BOLI) represents big opportunities for producers across the country. And the first step in any BOLI sales cycle is identifying the bank that will own the life insurance contract.

This BOLI Profile Questionnaire outlines a critical step in determining if the bank in question is a real opportunity for a BOLI case.

Fill out the form below to download our BOLI Profile Questionnaire¬†to access a list of the most frequently asked BOLI questions and to request a BOLI analysis for an actual bank you’re working with.

Please Select…AlaskaAlabamaArkansasAmerican SamoaArizonaCaliforniaColoradoConnecticutD.C.DelawareFloridaMicronesiaGeorgiaGuamHawaiiIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMarshall IslandsMichiganMinnesotaMissouriMarianasMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaPuerto RicoPalauRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVirgin IslandsVermontWashingtonWisconsinWest VirginiaWyomingMilitary AmericasMilitary Europe/ME/CanadaMilitary PacificAlbertaManitobaBritish ColumbiaNew BrunswickNewfoundland and LabradorNova ScotiaNorthwest TerritoriesNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Territory

— Please Select –123456789101112131415161718192020 or greater

— Please Select –50,000 or less50,000 to 75,00075,000 to 100,000100,000 to 125,000125,000 to 150,000175,000 to 200,000200,000 or more

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BOLI Profile Questionnaire

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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