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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: Rethinking ‘Buy Term And Invest The Difference’

The long-held belief by many CPA’s and CFP’s of “buy term and invest the difference” may be crumbling as retirement age is pushed further and further out for many individuals, and their term insurance expires while they still have an earned income to protect.

In this eBook, By The Numbers: Rethinking ‘Buy Term and Invest the Difference’, we explore the question of providing income protection via either term or permanent insurance as the average retirement age continues to rise and highlight scenarios where a permanent solution represents a lower total outlay than a term contract.

Fill out the form below to download our eBook today and help your clients re-evaluate how they plan on protecting their income into retirement with life insurance.

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EBook: Rethinking ‘Buy Term And Invest The Difference’

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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