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
Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination
Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination
4 days ago0 Comments
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
5 days ago0 Comments
The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
10 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 Freelancer’s Guide to Buying Disability Insurance
Educational/Tactical Informational

The Freelancer’s Guide to Buying Disability Insurance

Jan 28, 2020 in Educational/Tactical, Informational 0 Comments

Working past the traditional retirement age of 65 is a hot topic these days. People can expect to live longer and enjoy better...

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Video Builds Advisory Stars: How to Use It Effectively
Practice Management

Video Builds Advisory Stars: How to Use It Effectively

Jan 24, 2020 in Practice Management 0 Comments

Clients love videos – a neuro-specialist could likely explain the ways that moving pictures influence us, and why the brains accept...

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SECURE Act Changes to RMD Rules: Client Impact
Practice Management Social Science

SECURE Act Changes to RMD Rules: Client Impact

Jan 23, 2020 in Practice Management, Social Science 0 Comments

Congress certainly enjoys a mouthful and we aren’t just talking about their appetite for spending, to say nothing of insatiable...

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Will Changes in California Employment Law Impact Insurance Agents?
Informational Practice Management

Will Changes in California Employment Law Impact Insurance Agents?

Jan 22, 2020 in Informational, Practice Management 0 Comments

California is starting 2020 out with a bang, having passed a raft of new employment legislation that will have wide-ranging impact...

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Are You Truly Trustworthy? Seven Clues That Tell All
Lifestyle Social Science

Are You Truly Trustworthy? Seven Clues That Tell All

Jan 21, 2020 in Lifestyle, Social Science 0 Comments

Judge not unless you want to be judged – ancient advice for the deepest moral matters, but in practical terms – and we’re including...

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SECURE Act FAQs: Helping to Deal with Client Confusion
Educational/Tactical Informational Practice Management

SECURE Act FAQs: Helping to Deal with Client Confusion

Jan 21, 2020 in Educational/Tactical, Informational, Practice Management 0 Comments

The SECURE Act is spurring conversations among financial industry professionals, in particular specialists who assist people in...

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SECURE Act Tax Changes – Good News and Bad
Educational/Tactical Practice Management

SECURE Act Tax Changes – Good News and Bad

Jan 20, 2020 in Educational/Tactical, Practice Management 0 Comments

Congress means well – we’re nearly certain that’s the case. It’s latest effort, the SECURE Act, gained final approval in December...

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Surprise! These Are Taxable!
Educational/Tactical Informational

Surprise! These Are Taxable!

Jan 16, 2020 in Educational/Tactical, Informational 0 Comments

Uncle Sam is one greedy relative. It’s bad enough that his bony hand is always in your pocket on payday, but it’s not just wages...

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Advisory Expertise: Stumbling Blocks to Better Marketing
Practice Management

Advisory Expertise: Stumbling Blocks to Better Marketing

Jan 15, 2020 in Practice Management 0 Comments

Morningstar’s Advisor Insights Survey for 2019 is still pertinent for financial professionals in the new year. More than 650...

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Don’t Miss Out: The Most Overlooked Tax Deductions
Informational Lifestyle

Don’t Miss Out: The Most Overlooked Tax Deductions

Jan 15, 2020 in Informational, Lifestyle 0 Comments

No one wants to pay a nickel more than necessary in income tax. Therefore, it behooves us all to claim every single write-off...

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The SECURE Act Is Now Live: How It Will Impact Your Practice
Practice Management

The SECURE Act Is Now Live: How It Will Impact Your Practice

Jan 15, 2020 in Practice Management 0 Comments

Its full name is the Setting Every Community Up for Retirement Enhancement Act, a comprehensive legislative package finally passed...

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FINRA Wants Better Execution Via Technology: Ready to Comply? 
Practice Management

FINRA Wants Better Execution Via Technology: Ready to Comply? 

Jan 14, 2020 in Practice Management 0 Comments

Technological developments often make basic tasks easier and in revolutionary cases, it becomes possible to do things that couldn’t...

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2020 Promises to Be Challenging Year for Compliance
Practice Management

2020 Promises to Be Challenging Year for Compliance

Jan 10, 2020 in Practice Management 0 Comments

Financial advisors and broker-dealers will face a flurry of new compliance rules in 2020, including measures passed as part of the...

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Cognitive Bias and How to Combat It with Clients
Practice Management

Cognitive Bias and How to Combat It with Clients

Jan 09, 2020 in Practice Management 0 Comments

It’s a commonplace observation among financial advisors: psychology training isn’t necessary to understand clients, but it sure...

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SECURE Act Went Live on Jan. 1 – Are You Prepared?
Informational Practice Management

SECURE Act Went Live on Jan. 1 – Are You Prepared?

Jan 08, 2020 in Informational, Practice Management 0 Comments

President Donald Trump just recently signed the Setting Every Community Up for Retirement Enhancement Act of 2019. The SECURE Act...

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Keeping the Love Alive: How Client Relationships Can Endure
Practice Management

Keeping the Love Alive: How Client Relationships Can Endure

Jan 08, 2020 in Practice Management 0 Comments

We can sense it, out there in the urban and suburban jungles: the clients are restless. Ignore the early murmurings at your peril...

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Recent Posts
Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination
Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination
4 days ago0 Comments
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
5 days ago0 Comments
The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
10 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
Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination
4 days ago
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
5 days ago
The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
10 days ago

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