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MEMBER OF THE ADVANTAGE INSURANCE NETWORK

About Us

Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

Tactical Product Designs

A curated collection of product design and related strategies that deliver more effective insurance solutions

Cavalier Associates has launched a new offering to assist advisors in sourcing more efficient strategies to address insurance planning challenges you may be facing. This diverse collection includes perspectives on commonly encountered planning and underwriting challenges and corresponding solutions. In most instances, these will also help articulate the challenge for the client, making it simple to tie the need to the solution in a conversation that takes less than fifteen minutes. This collection also serves as an invitation to engage with the team of insurance professionals at Cavalier Associates to construct the bespoke solution for your client.

Below please find a brief description of each of the strategies currently available, with more being added each and every month. When one of these 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 pinpoint a strategy that will suite your practice well.

Tactical Product Designs

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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