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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Sorting Prospects from Potential
Practice Management

Sorting Prospects from Potential

Feb 21, 2018 in Practice Management 0 Comments

Advisors have myriad strategies for pipeline management. Elite advisors are particularly active in managing their pipelines of...

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Fight Aging Without Breaking a Sweat
Lifestyle

Fight Aging Without Breaking a Sweat

Feb 20, 2018 in Lifestyle 0 Comments

It’s likely that everyone is interested in warding off the aging process. Who doesn’t want to lead an active, joyful life for as...

Read more
The Skinny on Protein
Lifestyle

The Skinny on Protein

Feb 20, 2018 in Lifestyle 0 Comments

You can’t live without it: protein, like those other macronutrients fat and carbohydrates, is essential to life. You need to eat a...

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Philanthropic Predictions for 2018
Educational/Tactical Practice Management

Philanthropic Predictions for 2018

Feb 16, 2018 in Educational/Tactical, Practice Management 0 Comments

This year we’re likely to see some major changes in the world of philanthropy. This year we’re likely to see some major changes in...

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Funny Leaders Might Be Better Leaders
Educational/Tactical Informational Lifestyle Social Science

Funny Leaders Might Be Better Leaders

Feb 15, 2018 in Educational/Tactical, Informational, Lifestyle, Social Science 0 Comments

“Lead with a joke” has always been good advice for public speakers, but it might be good advice for business leaders as well. We...

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What Determines the Price of Bitcoin?
Educational/Tactical Informational

What Determines the Price of Bitcoin?

Feb 15, 2018 in Educational/Tactical, Informational 0 Comments

If you follow Bitcoin, you’re probably exhausted by the volatility. From a high over $19,000 in December to around $8200 today...

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Coping with the Loss of a Valued Client
Educational/Tactical Practice Management

Coping with the Loss of a Valued Client

Feb 15, 2018 in Educational/Tactical, Practice Management 0 Comments

We all lose clients, and not always because they’ve shuffled off this mortal coil. Maybe you’ve gotten dumped for a younger trophy...

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Speaking Up is the Key to Working with High Net Worth Families
Educational/Tactical Informational

Speaking Up is the Key to Working with High Net Worth Families

Feb 14, 2018 in Educational/Tactical, Informational 0 Comments

High net worth families face unique challenges. Take the example of one family in Kansas City. They had worked with their advisor...

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Valentine’s Day Cocktails You’ll Fall in Love With
Lifestyle

Valentine’s Day Cocktails You’ll Fall in Love With

Feb 14, 2018 in Lifestyle 0 Comments

Valentine’s Day is really a double-edged sword. On the one hand, it’s supposed to be the most romantic night of the year and offers...

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Gluten-Free Might Not be as Healthy as You Think
Lifestyle Social Science

Gluten-Free Might Not be as Healthy as You Think

Feb 14, 2018 in Lifestyle, Social Science 0 Comments

Lately, gluten-free foods have become all the rage, even among those who’ve no quarrel with gluten. Still, unless you positively...

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Should You Really Be Tracking Your Sleep?
Lifestyle Social Science

Should You Really Be Tracking Your Sleep?

Feb 14, 2018 in Lifestyle, Social Science 0 Comments

Sleep tracking is ubiquitous, mostly because many fitness trackers now offer some form of sleep data apart from activity levels...

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Heckerling Conference Addresses Estate Planning Impact of 2017 Tax Act
Practice Management

Heckerling Conference Addresses Estate Planning Impact of 2017 Tax Act

Feb 06, 2018 in Practice Management 0 Comments

A Heckerling Conference Special Feature With the passage of the Tax Cuts and Jobs Act of 2017, financial advisors are faced with...

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Heckerling Conference: An essential element of the Act is the doubling of the exemption for federal estate gift and generation skipping transfer taxes
Practice Management

Heckerling Conference: An essential element of the Act is the doubling of the exemption for federal estate gift and generation skipping transfer taxes

Feb 06, 2018 in Practice Management 0 Comments

Prior to passage of the 2017 Act, estates valued at more than $5.49 million for an individual and $10.98 million for couples were...

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Heckerling Conference: New indexing method will put more taxpayers in higher brackets over time
Practice Management

Heckerling Conference: New indexing method will put more taxpayers in higher brackets over time

Feb 06, 2018 in Practice Management 0 Comments

Prior to passage of the 2017 Act, estates valued at more than $5.49 million for an individual and $10.98 million for couples were...

Read more
Heckerling Conference: A dynasty trust can offer multiple estate planning benefits
Practice Management

Heckerling Conference: A dynasty trust can offer multiple estate planning benefits

Feb 06, 2018 in Practice Management 0 Comments

A dynasty trust is created to exist in perpetuity for the benefit of children, grandchildren and future descendants. Not only does...

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Heckerling Conference: Leverage exemptions with a spousal lifetime access trust
Practice Management

Heckerling Conference: Leverage exemptions with a spousal lifetime access trust

Feb 06, 2018 in Practice Management 0 Comments

Married couples who want to take advantage of gift tax exemptions but have concerns about the surviving spouse providing for him...

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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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