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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  • 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
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      • Guaranteed UL
      • iPipeline
      • LTC Quotes
      • Term Quotes
      • VitalSuite
    • Underwriting
  • Blog
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    • Event Calendar
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  • Contact
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Understanding Private Placement Life Insurance
Educational/Tactical Informational

Understanding Private Placement Life Insurance

Apr 17, 2018 in Educational/Tactical, Informational 0 Comments

Cunning financial minds seem to be generating new ideas every day to shield wealth and income from the depredations of the IRS. One...

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New Technologies Can Make Wealth Transfer Easier
Informational

New Technologies Can Make Wealth Transfer Easier

Apr 17, 2018 in Informational 0 Comments

Over the next 40 years, more than $30 trillion in wealth is expected to be passed on to the children of baby boomers. Many of the...

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The Humble Egg Sandwich Transformed
Lifestyle

The Humble Egg Sandwich Transformed

Apr 16, 2018 in Lifestyle 0 Comments

Famed New York Chef Wylie Dufresne loves nothing more than a good New York bodega egg sandwich, the breakfast that fuels much of...

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It’s Time for Women to Take Charge of their Financial Futures
Informational Social Science

It’s Time for Women to Take Charge of their Financial Futures

Apr 16, 2018 in Informational, Social Science 0 Comments

Last year saw women stand up en masse and declare they were no longer going to sit quietly and play nice in the face of abuse. This...

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Do More with Fewer Meetings
Informational Practice Management

Do More with Fewer Meetings

Apr 16, 2018 in Informational, Practice Management 0 Comments

A company took a look at its weekly executive committee meeting and found that employees spent a whopping 300,0000 hours a year...

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Pet Related Tax Deductions
Informational

Pet Related Tax Deductions

Apr 13, 2018 in Informational 0 Comments

Pets are so much like children that it only seems right we can claim them on our taxes. But is that really possible? In a few...

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Products to Help You Get a Good Night’s Sleep
Informational Lifestyle

Products to Help You Get a Good Night’s Sleep

Apr 12, 2018 in Informational, Lifestyle 0 Comments

We all need a good night’s sleep to knit the raveled sleeve of care, but quality shut-eye can often prove elusive. Stress, anxiety...

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Cheat Foods that Won’t Ruin Your Diet
Lifestyle

Cheat Foods that Won’t Ruin Your Diet

Apr 12, 2018 in Lifestyle 0 Comments

Dieting sucks. I don’t think anyone is going to disagree with me on this point. You struggle all week long to be good, avoiding...

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Seasonal Cocktails That’ll Put a Spring in Your Step
Lifestyle

Seasonal Cocktails That’ll Put a Spring in Your Step

Apr 11, 2018 in Lifestyle 0 Comments

There’s nothing like spring – the sun shining on budding trees, the flowers bursting into bloom. The first warm weather of the year...

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The Most Important Negotiation Skills to Master
Practice Management Social Science

The Most Important Negotiation Skills to Master

Apr 11, 2018 in Practice Management, Social Science 0 Comments

Negotiating is a big part of business; we negotiate with clients, employees, prospects, vendors and suppliers. Anyone who takes a...

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The Dark Web’s Favorite Currency is Less Private than People Think
Informational

The Dark Web’s Favorite Currency is Less Private than People Think

Apr 10, 2018 in Informational 0 Comments

There’s some bad news for people trying sell drugs or disseminate ransomware through the dark web. The common cryptocurrencies...

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Some Health Myths You Need to Stop Believing
Lifestyle Social Science

Some Health Myths You Need to Stop Believing

Apr 10, 2018 in Lifestyle, Social Science 0 Comments

Public health and behavioral science expert Sarah Gorman was shocked when a highly educated colleague expressed his believe that...

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The Fiduciary Standard is Still Evolving
Educational/Tactical

The Fiduciary Standard is Still Evolving

Apr 09, 2018 in Educational/Tactical 0 Comments

Although in late 2017 the Department of Labor extended the transition period for fiduciary rule exemptions until July 1, 2019...

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How to Get Clients to Talk about Death
Educational/Tactical Social Science

How to Get Clients to Talk about Death

Apr 09, 2018 in Educational/Tactical, Social Science 0 Comments

The reticence of earlier days is long gone and are few topics we can’t talk about today. Indeed, the most personal details are...

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Tech-Savvy Millennials are Surprisingly Vulnerable to Scams
Educational/Tactical Social Science

Tech-Savvy Millennials are Surprisingly Vulnerable to Scams

Apr 09, 2018 in Educational/Tactical, Social Science 0 Comments

When we envision the victim of a financial scam, we often conjure up a gray-haired grandpa unwittingly giving his bank details in a...

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Is Your Web Site at Risk from Hackers?
Informational

Is Your Web Site at Risk from Hackers?

Apr 06, 2018 in Informational 0 Comments

Any firm, large, small or in between, is at risk from hackers. They’re looking for anything they can make money on. That includes...

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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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