My name is Alan Bennett, Sales Vice President At Cavalier Associates.Do you ever wonder why certain Advisors are always on Top of their Game?The Answer: Proper Coaching and an All-Star Team Coaching: The environment is constantly changing, by staying on top of market conditions. I'm able to adapt my Playbook of Life Insurance Strategies.. Our All-Star Team consist of: > Subject Matter Experts > Advance Planning Division for those sophisticated cases, > Underwriting Department to negotiate the medically challenged ones.Here’s one of Our Underwriting Success’s:Impairment: Sleep Apnea Situation: Male 65 seeking to replace existing insurance for Estate Planning Current Coverage: 5.7mm with cash value of 1.8mmInitial Stages of medical underwriting, received offers in the table-4 rangeOur Solution:Upon review from our underwriting department, case was sent to one of our core carriers that treat sleep apnea more favorably.The carrier’s initial offer was standard plus.We improved that offer to preferred, this enabled an increase in the client’s coverage to 7.3mm by doing just a 1035 exchange.Revenue for the advisor was well over $200,000 We are here to help you increase your life insurance revenue.On a Personal Note: Enjoy living a healthy lifestyle with the family, focusing on an organic non-gmo diet.Activities: master spinning instructor at EOS Fitness, circuit training consisting of HIIT & Tabata drills along with a daily yoga routine.Hobbies: Landscaping, 3 types of football: European – Bayern Munich & Real Madrid, SEC and in the NFL, NY Giants.Now you know a little bit more about me, there's much more.Give us a try on your next case. You will not be disappointed.
Listed skills include Premium Financing, Fixed Annuities, Employee Benefits, Retirement Planning, and 46 others.
