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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.

Tax Diversification Reference Sheet

Life insurance tools have a unique fit in the tax-diversification planning discussion.

It is an essential evaluation that every investor (client and prospect) should be considering, particularly as they make asset allocation moves in 2014.

Our Tax Diversification Reference Sheet presents a very compelling story for owning life insurance given the tax code, its restrictions and the high rates people are faced with by exploring the treatment of funds in key areas of commonly used retirement investment vehicles.

Fill out the form below to download our Tax Diversification Reference Sheet:

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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Tax Diversification Reference Sheet

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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