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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.

Underwriting

Underwriting Questionnaires

 

As part of our ongoing strategy of providing best-in-class resources, the Cavalier Associates Underwriting Team has developed a library of Underwriting Impairment Questionnaires designed to help advisors capture a clear, concise snapshot of a client’s medical history prior to entering formal underwriting. Below you will find resources for clients with:

  • Medical Impairments
  • Hazardous Avocations
  • U. S. Citizens with Foreign Travel & Residency
  • Foreign Nationals

Please reach out to your Cavalier Associates Marketing Consultant upon completion of the appropriate questionnaire(s) for an evaluation of the risk or to calendar a consultation.


Underwriting

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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