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
New Jersey’s Fiduciary Faceoff
Informational

New Jersey’s Fiduciary Faceoff

Jul 31, 2019 in Informational 0 Comments

New Jersey’s pending fiduciary rule has stirred up considerable consternation in the Garden State. Some market watchers think it...

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Underwriting in Insurance Planning Deserves A Stronger Focus
Educational/Tactical

Underwriting in Insurance Planning Deserves A Stronger Focus

Jul 29, 2019 in Educational/Tactical 0 Comments

It’s interesting to see where people put effort and concern and where they don’t.  Take life insurance and underwriting. Where’s...

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The IRS Is Looking At You, Kid!
Informational Lifestyle

The IRS Is Looking At You, Kid!

Jul 26, 2019 in Informational, Lifestyle 0 Comments

If you’ve earned your wealth the old-fashioned way – by inheriting it – beware. And to raise your paranoia to the level where it...

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Simple Ways for Pre-Retirees to Cut Future Healthcare Costs
Educational/Tactical Lifestyle

Simple Ways for Pre-Retirees to Cut Future Healthcare Costs

Jul 25, 2019 in Educational/Tactical, Lifestyle 0 Comments

We hate to burden our readers with endless dire survey results, but there’s no debating the point that forewarned is forearmed. We...

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Boost Your Practice with a Focus on Charitable Giving
Practice Management

Boost Your Practice with a Focus on Charitable Giving

Jul 25, 2019 in Practice Management 0 Comments

Americans have always been generous and the trend shows no sign of abating – indeed, philanthropy and social responsibility are...

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Financial Planning: The Game Theory Component
Educational/Tactical

Financial Planning: The Game Theory Component

Jul 24, 2019 in Educational/Tactical 0 Comments

Entropy – the degree of disorder or uncertainty within a system – can such chaos be an acceptable part of life – and are there...

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What Do the Wealthy Folk Do? How the Rich Spend Their Money 
Lifestyle

What Do the Wealthy Folk Do? How the Rich Spend Their Money 

Jul 24, 2019 in Lifestyle 0 Comments

No doubt, some of our regular readers have no need to wonder: they’re wealthy enough to be in-the-know. Perhaps they’re reading...

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Reverse Mortgages Becoming a Solution for Providing Long-Term Healthcare
Educational/Tactical

Reverse Mortgages Becoming a Solution for Providing Long-Term Healthcare

Jul 22, 2019 in Educational/Tactical 0 Comments

Why do borrowers choose to take a reverse mortgage? Some want an income boost, others to engage in repairs or upgrade to their...

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Womens’ Financial Confidence Flags as Economic Power Rises
Lifestyle Social Science

Womens’ Financial Confidence Flags as Economic Power Rises

Jul 22, 2019 in Lifestyle, Social Science 0 Comments

The 2019 Women, Power and Money study conducted by Allianz revealed a concerning trend. It appears that women’s financial...

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Regulation BI Defunding Amendment Opposed by Broker Dealers
Informational Practice Management

Regulation BI Defunding Amendment Opposed by Broker Dealers

Jul 19, 2019 in Informational, Practice Management 0 Comments

The broker-dealer industry has its knickers in a twist regarding the proposed amendment to prohibit the SEC from implementation of...

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What Rich People Are Like When No One is Looking
Social Science

What Rich People Are Like When No One is Looking

Jul 18, 2019 in Social Science 0 Comments

Why in Heaven’s name should the rich be any different from the rest of us? We’re all aware of what Scott Fitzgerald said about the...

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A Specialist Shares the Secrets of Life Insurance Settlements
Educational/Tactical

A Specialist Shares the Secrets of Life Insurance Settlements

Jul 17, 2019 in Educational/Tactical 0 Comments

Lisa Rehburg says she’s been working in the settlements business for thirty years and wants to share her experience. Life insurance...

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The Case for a Financial Transactions Tax
Informational

The Case for a Financial Transactions Tax

Jul 17, 2019 in Informational 0 Comments

Conservatives have traditionally held that the government should recover the cost of services from those who use them rather than...

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A Tricky but Lucrative Business: Selling Life Policies to Foreign Clients 
Educational/Tactical Social Science

A Tricky but Lucrative Business: Selling Life Policies to Foreign Clients 

Jul 16, 2019 in Educational/Tactical, Social Science 0 Comments

There’s a hot new market available to life insurance agents and advisors: foreign citizens. Indeed, our linked article identifies...

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Study Reveals Shocking Rise of Nursing Home Costs
Informational

Study Reveals Shocking Rise of Nursing Home Costs

Jul 15, 2019 in Informational 0 Comments

The crisis in providing for long-term medical care in retirement has been plainly presented on our page and elsewhere for a long...

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The Best Practices of Cultivating Foreign Clients
Lifestyle Social Science

The Best Practices of Cultivating Foreign Clients

Jul 12, 2019 in Lifestyle, Social Science 0 Comments

A new economic crisis has surfaced in Argentina, while the state of Venezuela gets uglier by the day. Florida is seeing an enormous...

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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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