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
Transferring Ownership of a Mid-Sized Firm: Consider an ESOP 
Informational

Transferring Ownership of a Mid-Sized Firm: Consider an ESOP 

Oct 08, 2018 in Informational 0 Comments

Over the next 20 years, 70% of the owners of small and medium-sized American businesses will be retiring. According to a 2017...

Read more
Lock in Benefits and Reduce LTC Insurance Costs for an Aging Parent
Educational/Tactical Informational

Lock in Benefits and Reduce LTC Insurance Costs for an Aging Parent

Oct 08, 2018 in Educational/Tactical, Informational 0 Comments

Making sure that aging parents have the care they need is a responsibility that weighs heavily on adult children. Today, it’s...

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Estate Planning When You Have a Special Needs Child
Informational

Estate Planning When You Have a Special Needs Child

Oct 05, 2018 in Informational 0 Comments

No one likes to consider their demise, but when children are involved it’s essential. No one likes to consider their demise, but...

Read more
Growth Marketing – Make It Work
Informational

Growth Marketing – Make It Work

Oct 05, 2018 in Informational 0 Comments

It’s a new approach to solving problems that likely date back to the Pyramids. Growth marketing aims to discover friction points...

Read more
The Best Online Marketing Tools for Business
Informational

The Best Online Marketing Tools for Business

Oct 04, 2018 in Informational 0 Comments

Marketing your business is like any other task: you need the right tools for the job. Here’s a few of the best as suggested by our...

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Estate Planning Update: Pawternity Now
Informational

Estate Planning Update: Pawternity Now

Oct 03, 2018 in Informational 0 Comments

It’s no secret that some people love their pets more than their fellow humans. They lavish attention, walkies, healthy diets and...

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Digital Estate Planning, RUFADAA and You
Informational

Digital Estate Planning, RUFADAA and You

Oct 02, 2018 in Informational 0 Comments

Many of us love a new acronym and even if you don’t, here’s one to take aboard: RUFADAA. Many of us love a new acronym and even if...

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How Wealth Managers Can Keep the Next-Gen as Clients
Practice Management

How Wealth Managers Can Keep the Next-Gen as Clients

Oct 02, 2018 in Practice Management 0 Comments

When wealth is passed from the older generation to the next, how can the historical managers of these assets maintain the next-gen...

Read more
Long-Term Care Insurance Hack for Unmarried or Surviving Spouses
Educational/Tactical

Long-Term Care Insurance Hack for Unmarried or Surviving Spouses

Oct 01, 2018 in Educational/Tactical 0 Comments

Long-term care insurance can be expensive, and this is particularly true for single women. However, we have developed an innovative...

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Single Moms and Dads Need to Think About Life Insurance
Educational/Tactical

Single Moms and Dads Need to Think About Life Insurance

Oct 01, 2018 in Educational/Tactical 0 Comments

It seems reasonable enough: there likely isn’t a reasonable parent in the world who isn’t aware of the need for life insurance...

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How Unmarried Cohabiting Couples Can Protect Their Interests
Informational

How Unmarried Cohabiting Couples Can Protect Their Interests

Oct 01, 2018 in Informational 0 Comments

Times have changed and today it’s very normal for couples to live together before marriage or eschew marriage entirely. But...

Read more
The Estate Planning Mistake Most Commonly Made by Families
Informational

The Estate Planning Mistake Most Commonly Made by Families

Sep 27, 2018 in Informational 0 Comments

When families are planning on how to distribute their estates, one common mistake is seen at all levels of wealth. This involves...

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New Survey Reveals Two-thirds of Employees Likely to Buy Group Life Insurance
Informational

New Survey Reveals Two-thirds of Employees Likely to Buy Group Life Insurance

Sep 27, 2018 in Informational 0 Comments

A survey conducted on behalf of OneAmerica by Harris Poll revealed that 68% of workers would be somewhat to very likely to purchase...

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Term Life Conversions: Is Time Running Out This Year?
Informational

Term Life Conversions: Is Time Running Out This Year?

Sep 25, 2018 in Informational 0 Comments

Advisors are ever on the lookout for new business. Here’s an interesting fact: it can often be found in their old business...

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Ways to Mine Clients for Connections
Practice Management

Ways to Mine Clients for Connections

Sep 25, 2018 in Practice Management 0 Comments

Everyone in the advisory business knows that clients are the best entry to new contacts. Let’s run down a few techniques to help...

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Determining Who Needs Long-Term Care Insurance
Informational Practice Management

Determining Who Needs Long-Term Care Insurance

Sep 24, 2018 in Informational, Practice Management 0 Comments

In an era when life expectancies are extending and healthcare costs are rising steeply, clients are often tempted to purchase...

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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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