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
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 20220 Comments
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 20220 Comments
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 20220 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
    • Annuity Rate Watch
    • Contracting
    • Electronic Applications
      • iGO E-Application
    • Electronic Health Records
    • Forms
    • Insurance Carrier Partners
    • Quotes
      • Guaranteed UL
      • iPipeline
      • LTC Quotes
      • Term Quotes
      • VitalSuite
    • Underwriting
  • Blog
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    • Event Calendar
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Tax Planning Tips to Share with Clients before Year-End
Practice Management

Tax Planning Tips to Share with Clients before Year-End

Dec 30, 2018 in Practice Management 0 Comments

With 2018 coming to an end, advisors are thinking about strategies to minimize clients’ tax liability. With the Tax Cuts and Job...

Read more
The Superman Fallacy: Owners Who Try to Do Too Much
Practice Management

The Superman Fallacy: Owners Who Try to Do Too Much

Dec 30, 2018 in Practice Management 0 Comments

You might not say it out loud, but in your heart, you feel it: your company is a beloved child. The hard work and sacrifice, the...

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Tax Planning Tips to Share with Clients before Year-End
Practice Management

Tax Planning Tips to Share with Clients before Year-End

Dec 29, 2018 in Practice Management 0 Comments

With 2018 coming to an end, advisors are thinking about strategies to minimize clients’ tax liability. With the Tax Cuts and Job...

Read more
Should Advisors Re-Embrace Annuities?
Educational/Tactical

Should Advisors Re-Embrace Annuities?

Dec 29, 2018 in Educational/Tactical 0 Comments

The Retirement Confidence Survey for 2018 is done and the results are in: a strong majority of clients (80%) with defined...

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A Jump in Whiskey Insurance and What It Says about the Filthy Rich
Lifestyle

A Jump in Whiskey Insurance and What It Says about the Filthy Rich

Dec 28, 2018 in Lifestyle 0 Comments

As rare whisky has gone up in price 140% in the last five years, there has been an almost tenfold increase in interest in whiskey...

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For a Great New Year, Finish Strong in 2018
Practice Management

For a Great New Year, Finish Strong in 2018

Dec 28, 2018 in Practice Management 0 Comments

It’s the time of year when many people start to coast. Maybe they believe they’re earned it this year: targets met or exceeded...

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Schwab Study Sees Increase in Independents
Practice Management

Schwab Study Sees Increase in Independents

Dec 28, 2018 in Practice Management 0 Comments

It’s a great time for advisors who want to leave large financial firms and go out on their own, aiming for more control over their...

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Getting Tangible Results Out of Your Business Networking
Practice Management

Getting Tangible Results Out of Your Business Networking

Dec 27, 2018 in Practice Management 0 Comments

That smile on your face isn’t fooling anyone: all those industry events you attend are pure hard work. The open bar is an empty...

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Year-End Holiday Checklist for Advisors
Educational/Tactical

Year-End Holiday Checklist for Advisors

Dec 27, 2018 in Educational/Tactical 0 Comments

The holidays are here – the season of joy and blessed relaxation. If you’re a financial advisor, before putting up your feet, take...

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Tales of the Code: Helping HNW Clients in High-Tax States
Informational Lifestyle

Tales of the Code: Helping HNW Clients in High-Tax States

Dec 27, 2018 in Informational, Lifestyle 0 Comments

The Tax Cuts and Jobs Act is now on the books, but many of your wealthier clients may still be unaware of the full implications...

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Your Gen-X Customers: Ignored for Too Long
Social Science

Your Gen-X Customers: Ignored for Too Long

Dec 26, 2018 in Social Science 0 Comments

The Baby Boom generation received plenty of attention – too much, their detractors warned, but they turned out OK. The Millennials...

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The Fatal Flaw: Failure to Update Estate Plans
Educational/Tactical

The Fatal Flaw: Failure to Update Estate Plans

Dec 21, 2018 in Educational/Tactical 0 Comments

Our featured author is Bob Carlson, editor of Retirement Watch, who writes about all things connected to retirement planning. He...

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Buyers Remorse: Was Universal Life a Big Mistake?
Informational

Buyers Remorse: Was Universal Life a Big Mistake?

Dec 20, 2018 in Informational 0 Comments

Our featured author launches his article by harking back to a 1980 commercial featuring Charlie Brown of Peanuts fame. Shilling for...

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Rich Americans: Money Is Better than Love
Lifestyle

Rich Americans: Money Is Better than Love

Dec 20, 2018 in Lifestyle 0 Comments

It may sound a bit cold, but it’s pretty old-fashioned wisdom. A recent survey of affluent Americans showed than when choosing a...

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How to Earn Referrals from Clients and Contacts
Practice Management

How to Earn Referrals from Clients and Contacts

Dec 19, 2018 in Practice Management 0 Comments

If you’re looking to meet somebody nice to date, ask your friends. They know your personality, character and quirks, so they’re...

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The Retirement Savings Crisis: Dire as It Seems?
Social Science

The Retirement Savings Crisis: Dire as It Seems?

Dec 19, 2018 in Social Science 0 Comments

Does the average American have enough money to comfortably retire? The question has been asked repeatedly and perhaps nervously...

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Recent Posts
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 20220 Comments
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 20220 Comments
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 20220 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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  • 2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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Recent Posts
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 2022
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 2022

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