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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.

Repositioning Bank-held Assets Into MoneyGuard

Clients are faced with a tough decision about what to do with their liquid assets.

Many have their assets parked in banks, thanks in no small part on the FDIC insurance associated with these accounts.

The truth of the matter, once we factor in inflation and taxes, is that these clients are losing money on their bank-held assets every minute of every day until interest rates normalize.

Those funds represent a massive opportunity for life agents who can engage their clients in discussions focused on asset repositioning. MoneyGuard emerges as a strong alternative due to its liquidity, death benefit, LTC coverage and high inflation adjusted returns.

Download our MoneyGuard vs. Bank-Held Assets breakdown today and see the powerful returns MoneyGuard offers when compared against a 100% liquid account earning .50% for a 60-year-old male.

Fill out the form below, and we’ll email you the breakdown 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

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Repositioning Bank-held Assets Into MoneyGuard

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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