Skip to content

MEMBER OF THE ADVANTAGE INSURANCE NETWORK

About Us

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

Special Report: How Advisors Can Help ILIT Trustees

One of the biggest current trends in life insurance is the courts’ continued targeting of Irrevocable Life Insurance Trust (ILIT) trustees for fiduciary duty breaches.

AALU has put together this special report highlighting the value that financial advisors can provide unqualified ILIT trustees subject to fiduciary duties imposed by state statutes and common law.

Fill out the form below to download this AALU report to learn more and gain access best practices for advisors helping their trustees embrace fiduciary responsibilities.

Fill out the form below, and we’ll email you this report today!

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

.LV_validation_message{ font-weight:bold; margin: 0 0 0 5px; }
.LV_valid{ color:#00CC00; display:none; }
.LV_invalid{ color:#CC0000; font-size:10px; }
.LV_valid_field, input.LV_valid_field:hover, input.LV_valid_field:active, textarea.LV_valid_field:hover, textarea.LV_valid_field:active { outline: 1px solid #00CC00; }
.LV_invalid_field, input.LV_invalid_field:hover, input.LV_invalid_field:active, textarea.LV_invalid_field:hover, textarea.LV_invalid_field:active { outline: 1px solid #CC0000; }var dom0 = document.querySelector(‘#form139 #field0’);var field0 = new LiveValidation(dom0, {validMessage: “”, onlyOnBlur: true});field0.add(Validate.Presence, {failureMessage:”This field is required”});var dom1 = document.querySelector(‘#form139 #field1’);var field1 = new LiveValidation(dom1, {validMessage: “”, onlyOnBlur: true});field1.add(Validate.Presence, {failureMessage:”This field is required”});var dom2 = document.querySelector(‘#form139 #field2’);var field2 = new LiveValidation(dom2, {validMessage: “”, onlyOnBlur: true});field2.add(Validate.Presence, {failureMessage:”This field is required”});var dom3 = document.querySelector(‘#form139 #field3’);var field3 = new LiveValidation(dom3, {validMessage: “”, onlyOnBlur: true});field3.add(Validate.Format, {pattern: /^([^@\s]+)@((?:[-a-z0-9]+\.)+[a-z]{2,})$/i, failureMessage: “A valid email address is required”});field3.add(Validate.Presence, {failureMessage:”This field is required”});var dom4 = document.querySelector(‘#form139 #field4’);var field4 = new LiveValidation(dom4, {validMessage: “”, onlyOnBlur: true});field4.add(Validate.Presence, {failureMessage:”This field is required”});field4.add(Validate.Length, {tooShortMessage:”Invalid length for field value”, tooLongMessage: “Invalid length for field value”, minimum: 10, maximum: 20});var dom5 = document.querySelector(‘#form139 #field5’);var field5 = new LiveValidation(dom5, {validMessage: “”, onlyOnBlur: true});field5.add(Validate.Presence, {failureMessage:”This field is required”});var dom6 = document.querySelector(‘#form139 #field6’);var field6 = new LiveValidation(dom6, {validMessage: “”, onlyOnBlur: true});field6.add(Validate.Presence, {failureMessage:”This field is required”});var dom7 = document.querySelector(‘#form139 #field7’);var field7 = new LiveValidation(dom7, {validMessage: “”, onlyOnBlur: true});field7.add(Validate.Presence, {failureMessage:”This field is required”});function resetSubmitButton(e){ var submitButtons = e.target.form.getElementsByClassName(‘submit-button’); for(var i=0;i<submitButtons.length;i++){ submitButtons[i].disabled = false; } }function addChangeHandler(elements){ for(var i=0; i<elements.length; i++){ elements[i].addEventListener('change', resetSubmitButton); } }var form = document.getElementById('form139'); addChangeHandler(form.getElementsByTagName('input')); addChangeHandler(form.getElementsByTagName('select')); addChangeHandler(form.getElementsByTagName('textarea'));

Leave a Reply

Special Report: How Advisors Can Help ILIT Trustees

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

© 2022 CAVALIER ASSOCIATES | Terms Of Use

Skip to content