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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.

White Paper: Using A PFLP In Multi-Generational Estate Planning

Today’s economic conditions yield some of the best opportunities
 for family estate planning – particularly an estate freeze plan technique.justin-presentation-icon

As industry expert Justin Smith explained in his third and final guest blog post, one planning technique that should be considered right now in large estates is a “freeze”.

Download this white paper and discover how a Preferred Family Limited Partnership (PFLP) can be a powerful tool for transferring wealth to younger generations of family members by freezing the value of an estate in the hands of the older generation.

Fill out the form below to download this white paper.

Fill out the form below, and we’ll email you the white paper 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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White Paper: Using A PFLP In Multi-Generational Estate Planning

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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