Whether your next opportunity requires a simplified underwriting process, affordable term life insurance, funding for a Buy/Sell agreement or an exotic, multi-index universal life insurance product with financed premiums, Cavalier Associates Marketing Consultants have the experience and knowledge to assist you in closing your next sale.
Our team is highly engaged with middle market clients with a continual commitment on growth.
Mass Affluent Market
Our targeted strategies for the mass affluent market have proven to achieve considerable success for our clients.
There is no one-size-fits-all. Our personalized approach ensures multi-generational success for our affluent market clients.
Older Age Market
Older age clients think differently. We have the expertise that allow us to tap into that mindset and provide services that specifically foster their needs.
We have assembled a product and service portfolio that covers all four of these primary market segments
Far too often Estate Planning means nothing more than providing liquidity to pay potential estate taxes. In its true form, the art of Estate Planning encompasses far more than calculating a tax bill…
As one of the most significant risks to net worth that the older age client faces, planning for long term care expenses is a critical part of the planning process today. When coupled with the rapid rise…