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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.

EBook: Examining IRA Maximization Post-ATRA

Due to ATRA, the heirs of clients worth under $10 million are now facing a significantly increased tax bill. Often, these clients may not see this increase coming until its too late – unless their advisor informs them.

In our eBook, Examining IRA Maximization post-ATRA, we discuss the huge potential increase in income taxes for IRA beneficiaries in the under-$10 million market and present market analysis explaining why this problem continues to grow within this demographic post-ATRA.

Fill out the form below to download our eBook today, and learn how you can use life insurance as a solution for heirs in the under-$10 million market affected by this income-tax increase.

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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EBook: Examining IRA Maximization Post-ATRA

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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