2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
(800) 350-2019
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Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

  • 2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
  • Phone: 800 350-2019
  • Email: info@cavalierassociates.com
Recent Posts
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago0 Comments
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago0 Comments
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 days ago0 Comments
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  • About Us
    • Our Company
    • Underwriting Team
    • Career Opportunities
  • Markets
    • MARKET SEGMENTS
    • Estate Planning
    • Wealth Transfer
    • Business/Succession Planning
    • Wealth Accumulation
    • Income Replacement
    • Long Term Care Insurance
  • Tools
    • Tools Overview
    • e-Resources
    • Advisor Onboarding
    • Annuity Rate Watch
    • Contracting
    • Electronic Applications
      • iGO E-Application
      • John Hancock ExpressTrack®
      • Lincoln Financial eTicket
    • Electronic Health Records
      • Instructions for Clients
    • Forms
    • Insurance Carrier Partners
    • Quotes
    • Underwriting
  • Blog
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    • Event Calendar
    • Event Library
  • Resources
    • e-Resources
    • Education Center
    • Podcasts
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Informational

Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients

Mar 03, 2021 in Informational 0 Comments

My father was a straight arrow, as true flying as they come, but he wasn’t without his New England oddities. I’m not talking about...

Read more
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Educational/Tactical Informational

Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component

Mar 01, 2021 in Educational/Tactical, Informational 0 Comments

I just read a stimulating article in which the author said she uses a high deductible health plan (HDHP), specifically its attached...

Read more
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Educational/Tactical Informational Lifestyle

Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance

Feb 24, 2021 in Educational/Tactical, Informational, Lifestyle 0 Comments

Life insurance. It’s a curious old business. The customer buys a product and reduces their risk. The provider selling that policy...

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Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Educational/Tactical Informational

Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes

Feb 22, 2021 in Educational/Tactical, Informational 0 Comments

I called one of my first colleagues in finance, a London-born specialist now in estate planning, who works out of Baltimore. What...

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You’re Coverable: Life Insurance for Cancer Survivors
Educational/Tactical Informational

You’re Coverable: Life Insurance for Cancer Survivors

Feb 17, 2021 in Educational/Tactical, Informational 0 Comments

Dan beat cancer. The best healthcare in Boston, the good vibes and prayers of his loved ones and his own iron determination took...

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Not If, But When – Preparing for the Biden-Tax-Boost Era
Educational/Tactical Informational

Not If, But When – Preparing for the Biden-Tax-Boost Era

Feb 12, 2021 in Educational/Tactical, Informational 0 Comments

My old friend Jim called me after midnight from a parking lot in Houston. He sounded winded, distracted. Apart from the cellphone...

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Alive and Kicking: SECURE Act Provisions Still Tripping Up Clients
Educational/Tactical Informational

Alive and Kicking: SECURE Act Provisions Still Tripping Up Clients

Feb 09, 2021 in Educational/Tactical, Informational 0 Comments

The Stretch IRA stratagem: in the old days, I wrote about it so often, I often wished it would vanish. I’ll take anything else, so...

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Madness Diagnosis Overstated: Biden Unlikely to Wipe Out 401(k) – But Adjustments Are Possible
Educational/Tactical Informational

Madness Diagnosis Overstated: Biden Unlikely to Wipe Out 401(k) – But Adjustments Are Possible

Feb 08, 2021 in Educational/Tactical, Informational 0 Comments

The things those candidates say. Last summer, during the presidential campaign – it seems so distant now, thankfully – the Biden...

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Year-End Changes to IRC Code is Win for the Insurance Industry
Educational/Tactical Informational

Year-End Changes to IRC Code is Win for the Insurance Industry

Feb 03, 2021 in Educational/Tactical, Informational 0 Comments

The New Year rang in a victory for the insurance industry via the introduction of long-needed changes to Internal Revenue Code...

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Show Me Your Budget: Upcoming Tax Changes Under President Biden
Educational/Tactical Informational

Show Me Your Budget: Upcoming Tax Changes Under President Biden

Feb 01, 2021 in Educational/Tactical, Informational 0 Comments

My father used to say: if you want to know somebody’s values, don’t listen to words – look at their budget. Show me the budget!...

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Let Your Grand Strategy Guide: Planning for Changing Times
Educational/Tactical Informational

Let Your Grand Strategy Guide: Planning for Changing Times

Jan 26, 2021 in Educational/Tactical, Informational 0 Comments

So the Democrats have triumphed, winning White House and Congress, and no, I don’t know what will now happen. I do have some pretty...

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Joe, We Hardly Know You: Planning When the Future’s Opaque
Educational/Tactical Informational

Joe, We Hardly Know You: Planning When the Future’s Opaque

Jan 25, 2021 in Educational/Tactical, Informational 0 Comments

You can breathe: Joseph Robinette Biden Jr. is now the 46th US president, with Kamala Devi Harris second in line. The dust has now...

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Misconceptions of Estate Planning – and Some Efficient Solutions
Educational/Tactical Informational

Misconceptions of Estate Planning – and Some Efficient Solutions

Jan 19, 2021 in Educational/Tactical, Informational 0 Comments

We start out with best intentions. Why does it all go haywire? Poor planning; wishful thinking. The tangle of details, brambles and...

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Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
Educational/Tactical Informational

Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children

Jan 18, 2021 in Educational/Tactical, Informational 0 Comments

We face something of a moral issue today, one where survey and calculation do us no good. We face something of a moral issue today...

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Learning to Love: The Rising Desire for Life Insurance
Educational/Tactical Informational

Learning to Love: The Rising Desire for Life Insurance

Jan 12, 2021 in Educational/Tactical, Informational 0 Comments

It needs to be said, but I’ll soften the indecorous ‘I told you so’ with smoothly digestible Latin: Quod erat demonstrandum. QED...

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The Contrary Faces of Indexed Universal Life
Educational/Tactical Informational

The Contrary Faces of Indexed Universal Life

Jan 11, 2021 in Educational/Tactical, Informational 0 Comments

You shouldn’t know how sausage gets stuffed, policies cooked up, why the boss is so steamed. It’s best not to know; walk on and...

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CALENDAR OF EVENTS

March 11, 2021
  • A Cavalier Strategy Event: The Solution for Efficient Ways to Transfer Wealth
    Starts: March 11, 2021 - 11:00 am
    Ends: March 11, 2021 - 12:00 pm


    Register now by clicking HERE!

    2021 offers competing challenges for your wealthier clients: a possible new tax regime, higher taxes, continuation of a pandemic, and equity and asset valuations at all-time highs…..but there is a solution to any planning chasm that may arise on the journey to battle against these obstacles to prosperity. That solution is found in efficient ways to transfer wealth.

    John Reed who helps lead the team at Balanced Strategies, will be presenting on the harsh possible realities of a possible new tax regime, higher taxes, continuation of a pandemic and equity and asset valuations at all-time highs. John will be focusing on solutions provided by the low-interest rate environment to help your wealthier clients mitigate and be resolute in efficiently transferring wealth from one generation to another. John will be highlighting a specific success that he and his team had using a stylized approach to premium financing, which helped to solve problems both known and unknown to the client and their advisor.

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  • America’s Top Planner™
  • Cavalier Associates
Recent Posts
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago0 Comments
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago0 Comments
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 days ago0 Comments
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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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  • (800) 350-2019
  • 2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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Recent Posts
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 days ago

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