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
Estate Planning: Do Let This Happen to You
Educational/Tactical

Estate Planning: Do Let This Happen to You

Aug 03, 2020 in Educational/Tactical 0 Comments

The lockdown has given us a chance to catch up with old friends and relations, and even hermetic business writers have taken the...

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Sympathy for the Wealthy: Strategies to Combat Prospective Tax Increases
Educational/Tactical

Sympathy for the Wealthy: Strategies to Combat Prospective Tax Increases

Jul 28, 2020 in Educational/Tactical 0 Comments

A dear friend celebrated his birthday the other day – he’s nearing 50 now, but is still younger than me, somehow. He lives in a...

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Calming Client Fears: The Role of Life Policies in Retirement Planning
Educational/Tactical

Calming Client Fears: The Role of Life Policies in Retirement Planning

Jul 27, 2020 in Educational/Tactical 0 Comments

I have some advice to share: if you’re afraid of dentists, and feel a twinge in tooth or gum, go to the dentist. Delay born of...

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You Say Inflation, I Say Deflation: How Estate Planners Can Handle Them Both
Educational/Tactical

You Say Inflation, I Say Deflation: How Estate Planners Can Handle Them Both

Jul 22, 2020 in Educational/Tactical 0 Comments

Inflation is always on the agenda for estate planners. The general population might not fear this reaper to the same extent: many...

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Life Insurance and Protecting Your Heirs: Yes, They’re Both Worth It
Educational/Tactical

Life Insurance and Protecting Your Heirs: Yes, They’re Both Worth It

Jul 21, 2020 in Educational/Tactical 0 Comments

There’s a famous old advertisement for gentlemen’s clothes out of the 1930s, often reprinted for its bona fide weirdness, that...

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Disability Insurance: Pandemic Spotlights Need for Income Replacement
Educational/Tactical

Disability Insurance: Pandemic Spotlights Need for Income Replacement

Jul 15, 2020 in Educational/Tactical 0 Comments

The coronavirus pandemic has taught many lessons, often only obliquely relevant to the viral crisis itself, but welcome to the...

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No Money, Honey: How Not to Go Broke in Retirement
Educational/Tactical

No Money, Honey: How Not to Go Broke in Retirement

Jul 13, 2020 in Educational/Tactical 0 Comments

In a karaoke bar in Siem Reap, Cambodia last year, I met an interesting and most instructive expatriate. Wes, a gregarious...

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The Estate Tax Will Ultimately Change – Which Way Will the Wind Blow?
Educational/Tactical

The Estate Tax Will Ultimately Change – Which Way Will the Wind Blow?

Jul 08, 2020 in Educational/Tactical 0 Comments

The Tax Cuts and Jobs Act (TCJA) of 2017 brought great changes to the estate tax regime. The estate tax exclusion was doubled and...

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The Big Reversion: Estate Planning and Tax Considerations before 2026
Educational/Tactical

The Big Reversion: Estate Planning and Tax Considerations before 2026

Jul 06, 2020 in Educational/Tactical 0 Comments

There’s a song I used to love back in college, written by the great American bandleader and songwriter Louis Jordan. My favorite...

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Retirement Planning: The Joy of Diversification
Educational/Tactical

Retirement Planning: The Joy of Diversification

Jul 01, 2020 in Educational/Tactical 0 Comments

A curious conversation has popped up occasionally with clients, friends and family. It goes a step beyond those “what do you...

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Insurance Options for Funding Long-Term Healthcare
Educational/Tactical

Insurance Options for Funding Long-Term Healthcare

Jun 29, 2020 in Educational/Tactical 0 Comments

We’ve written a good deal about the problem of funding long-term healthcare costs. People are living ever longer, with the average...

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More Stimulus Is Coming – Will Tax Cuts Be Part of the Package?
Educational/Tactical Practice Management

More Stimulus Is Coming – Will Tax Cuts Be Part of the Package?

Jun 24, 2020 in Educational/Tactical, Practice Management 0 Comments

Is the coronavirus pandemic finally starting to abate? The initial signs are promising in some parts of the country and we can only...

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Business Planning: Corporate Tax Implications of a Democratic Win in November
Educational/Tactical Practice Management

Business Planning: Corporate Tax Implications of a Democratic Win in November

Jun 22, 2020 in Educational/Tactical, Practice Management 0 Comments

We cannot predict who will win the presidential election in 2020. The likely candidates are identifiable: The Democratic Party will...

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Insurance Protection for Key People is Becoming Critical in Private Equity
Educational/Tactical Practice Management

Insurance Protection for Key People is Becoming Critical in Private Equity

Jun 17, 2020 in Educational/Tactical, Practice Management 0 Comments

Let us consider the men and women of private equity. They’re different from you and me. Whether they read F. Scott Fitzgerald or...

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Funding College: 529 or Life Insurance – Do You Really Need to Choose?
Educational/Tactical

Funding College: 529 or Life Insurance – Do You Really Need to Choose?

Jun 15, 2020 in Educational/Tactical 0 Comments

A discussion has been running around our virtual office of late – what’s the best way to fund a child’s university education? The...

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Considerations in Forming a Special Needs Trust
Educational/Tactical

Considerations in Forming a Special Needs Trust

Jun 10, 2020 in Educational/Tactical 0 Comments

Estate planning is an important part of every family’s financial strategy, but parents with a special needs child have an even...

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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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