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
Let Your Grand Strategy Guide: Planning for Changing Times
Let Your Grand Strategy Guide: Planning for Changing Times
22 hours ago0 Comments
Joe, We Hardly Know You: Planning When the Future’s Opaque
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago0 Comments
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
8 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
Defining and Refining Your Firm’s Values for 2020 
Practice Management

Defining and Refining Your Firm’s Values for 2020 

Jan 03, 2020 in Practice Management 0 Comments

When we ask friends at other houses to describe their company’s culture, we’re often met with an uncomfortable silence. Do we mean...

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The Latest from Finra: If You Change Jobs, Can You Ask Clients to Come Along?
Practice Management

The Latest from Finra: If You Change Jobs, Can You Ask Clients to Come Along?

Jan 02, 2020 in Practice Management 0 Comments

On June 30, 2020, the SEC’s Regulation Best Interest – already familiarly spoken of, with some foreboding, as Reg BI – will come...

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What to Expect in 2020: Three Developments Advisors Should Watch
Practice Management

What to Expect in 2020: Three Developments Advisors Should Watch

Dec 31, 2019 in Practice Management 0 Comments

In a sense, every new year is the same: expect the unexpected. It’s tough to plan for the unknown unknowns, but preparing to meet...

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Helping Clients Avoid Capital Gains Distributions
Educational/Tactical

Helping Clients Avoid Capital Gains Distributions

Dec 31, 2019 in Educational/Tactical 0 Comments

Clients typically expect to owe taxes on capital gains distributions that their mutual funds pay at year-end. For advisors who want...

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Why Clients Leave and How You Can Keep Them
Practice Management

Why Clients Leave and How You Can Keep Them

Dec 27, 2019 in Practice Management 0 Comments

Why do clients jump ship on you? You’d think the answer was simple: you didn’t earn them money, and in the current extended bull...

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How to Break Through with Stubborn Prospects
Practice Management

How to Break Through with Stubborn Prospects

Dec 26, 2019 in Practice Management 0 Comments

Seasoned advisors know the game isn’t easy: signing clients takes diligence, insight, a cogent argument and a talent for...

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Marketing Matters: Don’t Get Caught in the Short-Term Trap
Practice Management

Marketing Matters: Don’t Get Caught in the Short-Term Trap

Dec 24, 2019 in Practice Management 0 Comments

A firm’s marketing strategy – the successful kind, we mean – can never be haphazardly concocted. You must immerse yourself in the...

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One Step Forward, Perhaps: SEC Floats Amendments to Testimonial Rule
Practice Management

One Step Forward, Perhaps: SEC Floats Amendments to Testimonial Rule

Dec 24, 2019 in Practice Management 0 Comments

Until recently, the SEC has been actively enforcing the Testimonial Rule, which since 1961 has forbidden financial advisors from...

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Reg BI Is Coming to Town: What Advisors Should Do
Informational Practice Management

Reg BI Is Coming to Town: What Advisors Should Do

Dec 23, 2019 in Informational, Practice Management 0 Comments

Regulation Best Interest: that’s it’s full proper name and you’d best make its intimate acquaintance. Implementation is still...

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Closing Time: Getting Business Done Before Year End
Educational/Tactical Practice Management

Closing Time: Getting Business Done Before Year End

Dec 20, 2019 in Educational/Tactical, Practice Management 0 Comments

Is there still time to close important business before the year comes to an end? We’re tempted to say ‘no’, but that would be no...

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The Tax Planning Benefits of Shrewd Charitable Giving Strategies – For Older Clients
Educational/Tactical

The Tax Planning Benefits of Shrewd Charitable Giving Strategies – For Older Clients

Dec 20, 2019 in Educational/Tactical 0 Comments

Charitable giving has changed in recent years, driven by tax code shifts that had a mighty impact on venerable tax-limitation...

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Year-End Rundown of Tax Rules on Investments
Educational/Tactical

Year-End Rundown of Tax Rules on Investments

Dec 19, 2019 in Educational/Tactical 0 Comments

As the year fades, it’s a good time to review the taxation strategy for your portfolio and consider the ins-and-outs that can...

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New Tax Rules in 2020: How They’ll Affect Wealthy Clients
Educational/Tactical Lifestyle

New Tax Rules in 2020: How They’ll Affect Wealthy Clients

Dec 18, 2019 in Educational/Tactical, Lifestyle 0 Comments

The new year will ring in tax developments both good and bad for your wealthier customers. It’s also good to recall the upcoming...

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E-Wills Are Now Ready for Prime Time
Informational Practice Management

E-Wills Are Now Ready for Prime Time

Dec 18, 2019 in Informational, Practice Management 0 Comments

The idea seems so simple and in keeping with the times, but tradition and established legislation have prevented the broad legal...

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How to Validate Advisors’ Value to Clients
Practice Management

How to Validate Advisors’ Value to Clients

Dec 17, 2019 in Practice Management 0 Comments

How do you know you’re a good advisor? One big clue is that your clients are better off when following your advice after allowing...

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When Salespeople Can’t Sell
Educational/Tactical Social Science

When Salespeople Can’t Sell

Dec 12, 2019 in Educational/Tactical, Social Science 0 Comments

Pity the poor salespeople of our world. All that confidence and energy, boldness and bravery in a landscape of gimlet-eyed...

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CALENDAR OF EVENTS

February 18, 2021
  • A Cavalier Strategy Event: FOUND MONEY - How are You Going to Diversify Your Business in 2021 to Grow Sales?
    Starts: February 18, 2021 - 11:00 am
    Ends: February 18, 2021 - 12:00 pm


    Register now by clicking HERE!
    Nicholas Lines ​is a Regional Vice President for Protective Life’s Southern California and Nevada Territories in the Life Brokerage Channel and a Registered Representative with ProEquities, Inc. He has spent the past 8 years with Protective Life and brings 17 years of experience in the financial services and insurance industry. In addition to his 3 years as an independent life agent, Nick previously worked in Manhattan at Credit Suisse in their Life Finance Group specializing in insurance-related strategies for high net worth individuals and at AIG as a wholesaler in the commercial insurance finance unit.  

February 23, 2021
  • A Cavalier Strategy Event: A Critical Change for Anyone Looking for Living Benefits
    Starts: February 23, 2021 - 11:00 am
    Ends: February 23, 2021 - 12:00 pm


    Register now by clicking HERE!
    A major carrier just announced they’re adding Critical and Chronic Illness Living Benefit riders to most of their individual life products!

    Some carriers offer Living Benefit riders with no additional premium charge while others charge additional premium up-front.

    Many carriers offer a Chronic Illness rider, while some offer a true LTC rider.

    A handful of carriers also offer a Critical Illness rider.

    These riders are often found on permanent products, but a few carriers offer them on their term products.

    Please join Cavalier Associates to explore how these riders can help grow your business.

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Recent Posts
Let Your Grand Strategy Guide: Planning for Changing Times
Let Your Grand Strategy Guide: Planning for Changing Times
22 hours ago0 Comments
Joe, We Hardly Know You: Planning When the Future’s Opaque
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago0 Comments
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
8 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
Let Your Grand Strategy Guide: Planning for Changing Times
22 hours ago
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago
Misconceptions of Estate Planning – and Some Efficient Solutions
8 days ago

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