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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: Exploring Income Tax Changes For Surviving Spouses

Planners must consider the potential tax-effects of a spouse passing away during retirement, leaving the surviving spouse with unintended consequences that can dramatically affect their lifestyle. Without proper planning, the realities of the filer status change that happens within two years of the first spouse passing will surely set in, and it can wreak havoc.

In our eBook, Exploring Income Tax Changes for Surviving Spouses, we examine the income tax effects for a spouse moving from a Joint-filer to a Single-filer status and discuss why life insurance is a viable alternative option for income tax protection.

Fill out the form below to download our eBook today and learn more.

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EBook: Exploring Income Tax Changes For Surviving Spouses

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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