Subject Matter Expert Series
Cavalier Associates is pleased to introduce the Subject Matter Expert Series as part of the Advisor Education & Training Center, a new educational platform designed to not only expose the financial and insurance planning community to new strategies and sales ideas, but also provide direct access to the experts behind them. Collectively, this group of subject matter experts represents some of the brightest minds in the planning space. Their expertise ranges from simple strategies to improve the efficiency of an insurance policy through creative premium funding strategies, to experts in the use of life insurance in executive benefits programs, the use of premium finance as a funding strategy, exit or succession planning in the business market, the use of life insurance in a tax management or asset location strategy and more.
Consider this your invitation to a private conversation with any of these experts, focused on you, your practice, and your clients. We’re confident they can deliver thought leadership and insights that will help you deliver more effective solutions to your clients. Post-session, the Cavalier Associates team, each of whom are intimately familiar with each of these experts and their strategies, are ready to assist in the implementation of these approaches with you and your team.
Below please find a brief description of each of the subject matter areas currently available, with more being added each and every month. When one of these experts or subject matter areas sparks an interest, simply reach out to the team at Cavalier Associates to schedule your session. Not sure where to start? A brief chat with one of the Cavalier Associates team can help identify an expert who is likely to deliver the most relevant, effective topic for your specific practice.
The first significant inflationary period in decades has left many clients with questions regarding how their planning could weather a period like this during retirement. […]