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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.

Economic Outlook: Portfolio Allocation Alternatives Using Various Life Insurance Products

Given the modest return predicted for bonds in 2014 due to the prospect of Fed tapering, and other asset classes’ exposure to taxes, it’s not at all unreasonable to think that the real return a portfolio enjoys from its allocation to life insurance may be more attractive than trying to time movements in the fixed-income asset class.

Justin Smith, guest blogger and “portfolio share” expert, has given The Cavalier Strategy complete access to his new Life Insurance Advisor’s Guide for 2014 – Economic Outlook: Portfolio Allocation Alternatives Using Various Life Insurance Products.

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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Economic Outlook: Portfolio Allocation Alternatives Using Various Life Insurance Products

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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