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
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago0 Comments
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago0 Comments
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 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
eResources to Navigate Life Insurance Logistics during Lockdown
Educational/Tactical Practice Management

eResources to Navigate Life Insurance Logistics during Lockdown

Apr 13, 2020 in Educational/Tactical, Practice Management 0 Comments

There’s certainly nothing like a pandemic to bring one’s mortality into sharp focus. With each day bringing grim news of more...

Read more
The Coronavirus Crisis: Tax-Tech Tools that Protect Clients from Market Volatility
Educational/Tactical

The Coronavirus Crisis: Tax-Tech Tools that Protect Clients from Market Volatility

Apr 09, 2020 in Educational/Tactical 0 Comments

The markets are taking financial advisories and their clients for a rollercoaster ride today – days of historic losses are followed...

Read more
Enervate or Reanimate: The Coronavirus Crisis Challenges the Traditional Office
Practice Management

Enervate or Reanimate: The Coronavirus Crisis Challenges the Traditional Office

Apr 08, 2020 in Practice Management 0 Comments

The quarantines associated with the coronavirus pandemic – strictly enforced travel bans, limitations on time in public, even...

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Twelve Life Insurance Companies Weigh In On Coverage During the Coronavirus Crisis
Educational/Tactical

Twelve Life Insurance Companies Weigh In On Coverage During the Coronavirus Crisis

Apr 07, 2020 in Educational/Tactical 0 Comments

What if a client living in an area hit hard by the coronavirus called you up, asking if they could purchase more life insurance—and...

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COVID Crisis Driving Interest in Life Insurance: A Primer for Clients
Educational/Tactical

COVID Crisis Driving Interest in Life Insurance: A Primer for Clients

Apr 06, 2020 in Educational/Tactical 0 Comments

The Coronavirus pandemic has touched nearly everyone’s life. Only those isolationist souls living well off-grid have escaped the...

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SEC’s New Rules on Variable Product Summaries Look Positive for Sellers
Educational/Tactical Informational

SEC’s New Rules on Variable Product Summaries Look Positive for Sellers

Apr 02, 2020 in Educational/Tactical, Informational 0 Comments

In troubled times, we’ll take our happy news where we find it: the Securities and Exchange Commission has issued fresh rules...

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Best Cybersecurity Practices to Stay Secure While Working Remotely
Practice Management

Best Cybersecurity Practices to Stay Secure While Working Remotely

Apr 01, 2020 in Practice Management 0 Comments

With the COVID-19 lockdown in place, millions of us are working at home, many for the first time. Business continuity plans have...

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Video Conferencing Tools: Far Away Yet So Close
Lifestyle Practice Management

Video Conferencing Tools: Far Away Yet So Close

Mar 31, 2020 in Lifestyle, Practice Management 0 Comments

Whether mandated by the local government or their company—or out of an abundance of caution—many financial industry professionals...

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Coronavirus Crisis Boosting Life Business: Are You Prepared?
Educational/Tactical Lifestyle Practice Management

Coronavirus Crisis Boosting Life Business: Are You Prepared?

Mar 30, 2020 in Educational/Tactical, Lifestyle, Practice Management 0 Comments

The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...

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Advice for Advisors in Coping with the Pandemic
Lifestyle Practice Management

Advice for Advisors in Coping with the Pandemic

Mar 27, 2020 in Lifestyle, Practice Management 0 Comments

The economic cost of the coronavirus crisis cannot yet be calculated, but the first effects are readily apparent to everyone...

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It’s a Mad, Mad Pandemic World: Advising Clients in a Climate of Fear
Practice Management

It’s a Mad, Mad Pandemic World: Advising Clients in a Climate of Fear

Mar 26, 2020 in Practice Management 0 Comments

The COVID-19 pandemic is a global crisis of epic proportions; not even World War II had such a deep impact on so many people. There...

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Mission Impossible2: Managing Market Volatility in Unpredictable Times
Educational/Tactical Practice Management

Mission Impossible2: Managing Market Volatility in Unpredictable Times

Mar 25, 2020 in Educational/Tactical, Practice Management 0 Comments

My father was always thinking – so he never tired of telling me, implying I should get on the ball. If we went to the Boston Garden...

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Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance
Educational/Tactical Informational

Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance

Mar 25, 2020 in Educational/Tactical, Informational 0 Comments

We’ve observed a curious phenomenon: many of our clients, who are otherwise intelligent, educated and experienced in life, seem...

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Working from Home Could be the Wave of the Future: Let’s Make it a Success
Practice Management

Working from Home Could be the Wave of the Future: Let’s Make it a Success

Mar 23, 2020 in Practice Management 0 Comments

Over the past 15 years, Americans have begun working remotely at a rapidly increasing clip. According to Flexjobs.com, the number...

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Preparing Your Firm for the Bad Times
Practice Management

Preparing Your Firm for the Bad Times

Mar 19, 2020 in Practice Management 0 Comments

Things have been going pretty well for our industry over the last few years. Markets are up solidly, barely disturbed by the...

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Explaining HSA Retirement Benefits to Clients – a 5-Step Program
Educational/Tactical

Explaining HSA Retirement Benefits to Clients – a 5-Step Program

Mar 18, 2020 in Educational/Tactical 0 Comments

Here’s a head-swimmer for clients, which may lead their advisors to the edge of vertigo, too: the average US senior can look...

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CALENDAR OF EVENTS

March 11, 2021
  • A Cavalier Strategy Event: The Solution for Efficient Ways to Transfer Wealth
    Starts: March 11, 2021 - 11:00 am
    Ends: March 11, 2021 - 12:00 pm


    Register now by clicking HERE!

    2021 offers competing challenges for your wealthier clients: a possible new tax regime, higher taxes, continuation of a pandemic, and equity and asset valuations at all-time highs…..but there is a solution to any planning chasm that may arise on the journey to battle against these obstacles to prosperity. That solution is found in efficient ways to transfer wealth.

    John Reed who helps lead the team at Balanced Strategies, will be presenting on the harsh possible realities of a possible new tax regime, higher taxes, continuation of a pandemic and equity and asset valuations at all-time highs. John will be focusing on solutions provided by the low-interest rate environment to help your wealthier clients mitigate and be resolute in efficiently transferring wealth from one generation to another. John will be highlighting a specific success that he and his team had using a stylized approach to premium financing, which helped to solve problems both known and unknown to the client and their advisor.

Links
  • America’s Top Planner™
  • Cavalier Associates
Recent Posts
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago0 Comments
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago0 Comments
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 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
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 days ago

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