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
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
2 days ago0 Comments
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
3 days ago0 Comments
Learning to Love: The Rising Desire for Life Insurance
Learning to Love: The Rising Desire for Life Insurance
9 days ago0 Comments
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  • Home
  • 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
  • Events
    • Event Calendar
    • Event Library
  • Resources
    • e-Resources
    • Education Center
    • Podcasts
  • Contact
    • Career Opportunities
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
The Best States for Families
Informational

The Best States for Families

Oct 21, 2016 in Informational 0 Comments

Myriad factors affect the quality of life for families. While money is important and it’s always better to have more than less...

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Limited Edition $2.2 Million Lamborghini Centenario Roadster Sells Out
Lifestyle

Limited Edition $2.2 Million Lamborghini Centenario Roadster Sells Out

Oct 20, 2016 in Lifestyle 0 Comments

As if the Centenario coupe, introduced at the Geneva Car Show in March, wasn’t already enough, Lamborghini rolled out the...

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Who Gets Your Digital Assets When You Die?
Educational/Tactical Informational

Who Gets Your Digital Assets When You Die?

Oct 20, 2016 in Educational/Tactical, Informational 0 Comments

Did you know that aside from your standard assets, your digital assets can also be part of your estate to be managed through your...

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Marketing Financial Services to Millenials
Social Science

Marketing Financial Services to Millenials

Oct 20, 2016 in Social Science 0 Comments

Today, insurance agents and advisors are more focused on multigenerational planning than ever. Younger clients, after all, suggest...

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Revolutionizing The Cocktail Hour
Lifestyle Social Science

Revolutionizing The Cocktail Hour

Oct 18, 2016 in Lifestyle, Social Science 0 Comments

Once upon a time it was simple. You bellied up to the bar and ordered a cosmopolitan or a gin and tonic. While that is still a...

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Keeping Your Wealthy Clients Safe When They Travel
Informational Lifestyle

Keeping Your Wealthy Clients Safe When They Travel

Oct 18, 2016 in Informational, Lifestyle 0 Comments

Given the publicity that surrounds Kim Kardashian, it’s likely that few people in the Western world are unaware of the great jewel...

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The End of the Federal Estate Tax and the Implications for Family Offices
Informational

The End of the Federal Estate Tax and the Implications for Family Offices

Oct 18, 2016 in Informational 0 Comments

With Republicans talking of ending the federal estate tax, family office executives are thinking about the impact it will have on...

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Surviving a Crazy Work Schedule with Your Relationships Intact
Informational Social Science

Surviving a Crazy Work Schedule with Your Relationships Intact

Oct 17, 2016 in Informational, Social Science 0 Comments

If your career is important to you and you thrive on pushing your limits and striving to be the best, it’s likely that you’ll...

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How to Win Corner Office Clients
Informational Social Science

How to Win Corner Office Clients

Oct 15, 2016 in Informational, Social Science 0 Comments

Every advisor wants to hook the big fish, the C-suite investors who have complex planning and investing needs. These clients...

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Luxury Trends Changing The Face of Travel
Lifestyle

Luxury Trends Changing The Face of Travel

Oct 14, 2016 in Lifestyle 0 Comments

Luxury travel used to be all about excess and, well, luxury. Today though, the focus is more on time, experience and access. One...

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The Ultra-Rich Around the World
Lifestyle Social Science

The Ultra-Rich Around the World

Oct 13, 2016 in Lifestyle, Social Science 0 Comments

Wealth-X, the global leader in providing qualified prospects and intelligence on ultra high net worth (UHNW) individuals around the...

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DNA Analysis and Your Annual Physical: A Do or Don’t
Informational

DNA Analysis and Your Annual Physical: A Do or Don’t

Oct 12, 2016 in Informational 0 Comments

Health Nucleus is company that offers comprehensive physical exams that combine an array of diagnostic tests and MRI scans with...

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Avoid Some of the Common Mistakes Executors Make
Informational

Avoid Some of the Common Mistakes Executors Make

Oct 11, 2016 in Informational 0 Comments

Acting as the executor for an estate is an important job, and one that carries a good deal of responsibility. Oftentimes, people...

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The Role of Religion in Estate Planning
Social Science

The Role of Religion in Estate Planning

Oct 11, 2016 in Social Science 0 Comments

For some clients, religion plays a significant role in determining how their assets will be distributed after their death...

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Life Insurance: It’s Not Just For Racecar Drivers
Informational Lifestyle

Life Insurance: It’s Not Just For Racecar Drivers

Oct 11, 2016 in Informational, Lifestyle 0 Comments

Driving a racecar might be considered one of the more dangerous ways to make a living, but Danica Patrick is a woman who is...

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Trump Vs. Clinton Vineyards: It’s Not Just Politics
Informational

Trump Vs. Clinton Vineyards: It’s Not Just Politics

Oct 10, 2016 in Informational 0 Comments

With the presidential campaign in full swing, there’s more to debate than policy positions. When you settle down in front of the TV...

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February 9, 2021
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Recent Posts
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
2 days ago0 Comments
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
3 days ago0 Comments
Learning to Love: The Rising Desire for Life Insurance
Learning to Love: The Rising Desire for Life Insurance
9 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
Misconceptions of Estate Planning – and Some Efficient Solutions
2 days ago
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
3 days ago
Learning to Love: The Rising Desire for Life Insurance
9 days ago

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