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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    • Our Company
    • Underwriting Team
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  • 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
  • Contact
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
A Closer Look At New Money Vs. Portfolio Rates
Educational/Tactical

A Closer Look At New Money Vs. Portfolio Rates

May 17, 2013 in Educational/Tactical 0 Comments

New isn’t always better. But then again, sometimes it is. The key is to know the difference, and when we’re talking about carriers...

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Pay Less, Get More
Educational/Tactical

Pay Less, Get More

May 15, 2013 in Educational/Tactical 0 Comments

A great strategy when you can pull it off. Unfortunately, there are few opportunities in life to truly get more while paying less...

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Getting Back To Even
Educational/Tactical

Getting Back To Even

Apr 29, 2013 in Educational/Tactical 0 Comments

Among the problems people face, paying too much in tax is not really a bad one.  As I like to say, it certainly beats the opposite...

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The Retirement Gap
Educational/Tactical

The Retirement Gap

Apr 22, 2013 in Educational/Tactical 0 Comments

As much time as we focus on product in this forum, it seems appropriate to turn our attention to other variables in the calculus...

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The Lump Sum Capacity Problem
Educational/Tactical

The Lump Sum Capacity Problem

Apr 08, 2013 in Educational/Tactical 0 Comments

The recent announcement by Northwestern Mutual of a limitation on first year premiums is but the latest chapter in the saga of the...

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What You Don’t Know About NLG Contracts Can Hurt You
Educational/Tactical

What You Don’t Know About NLG Contracts Can Hurt You

Mar 25, 2013 in Educational/Tactical 0 Comments

There has been a good deal of discussion about the increased pricing in the NLG (No Lapse UL) market over the last six months. ...

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The Huge Hole In Chronic And Critical Care Riders
Educational/Tactical

The Huge Hole In Chronic And Critical Care Riders

Mar 19, 2013 in Educational/Tactical 0 Comments

Contracts are a funny thing.  The presence of one word can completely change the meaning of a section, or even the contract in its...

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The Problem With Carrier Financial Ratings
Educational/Tactical

The Problem With Carrier Financial Ratings

Mar 18, 2013 in Educational/Tactical 0 Comments

Many of us would agree that there is a problem with the way the large ratings agencies go about their business.  They are funded by...

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Life Product Evolution And Diversity
Educational/Tactical

Life Product Evolution And Diversity

Mar 15, 2013 in Educational/Tactical 0 Comments

A few weeks back we talked about product innovation and the need to look at ideas beyond variations on the current products. One...

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Indexed UL With A 4% Floor
Educational/Tactical

Indexed UL With A 4% Floor

Mar 13, 2013 in Educational/Tactical 0 Comments

While I don’t live in hurricane or tornado country, I do know that there is one spot in the storm that can be quite calm: the...

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Filial Responsibility: Who’s Left Holding The Bag?
Educational/Tactical

Filial Responsibility: Who’s Left Holding The Bag?

Feb 21, 2013 in Educational/Tactical 0 Comments

There has been quite a bit of press lately around this issue of filial responsibility, including a real-life cautionary tale of...

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Another Trip To The Urologist
Educational/Tactical

Another Trip To The Urologist

Feb 13, 2013 in Educational/Tactical 0 Comments

We discussed the impact of the recent news on the effectiveness of PSA testing a few weeks ago. The primary take away from that...

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Insuring The Uninsurable
Educational/Tactical

Insuring The Uninsurable

Feb 13, 2013 in Educational/Tactical 0 Comments

There are few things worse in our business than a willing premium payer who cannot obtain coverage based on their health history...

Read more
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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.

Links
  • 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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