Cavalier Associates reported that the IRS and Treasury Department have introduced proposed guidance to simplify the rollover process for retirement savings accounts.

Since its inception, Cavalier Associates has catered to the upscale insurance professional, and strives to be an exceptional resource to those in the insurance brokerage community who seek the best product, sales support and underwriting process. Our staff is responsible for identifying and capitalizing on market trends and product opportunities. We specialize in large case management, advance sales support, sub-standard or hard to place cases, as well as underwriting and product niches.