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
    • Quotes
      • Guaranteed UL
      • iPipeline
      • LTC Quotes
      • Term Quotes
      • VitalSuite
    • Underwriting
  • Blog
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Eating Healthy on the Road
Lifestyle

Eating Healthy on the Road

Aug 16, 2017 in Lifestyle 0 Comments

A road trip might mean visiting friends, family or new places. But in addition to planning a day’s activities, it’s...

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5 Ways to End Your Phone Addiction
Informational

5 Ways to End Your Phone Addiction

Aug 16, 2017 in Informational 0 Comments

Instead of improving our lives, technology is increasingly getting in the way of living them. And the biggest source of trouble is...

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Facebook is Trying to Curb ‘Fake News’
Informational

Facebook is Trying to Curb ‘Fake News’

Aug 15, 2017 in Informational 0 Comments

Facebook is taking a more aggressive step to thwart the spread of fake news on its platform. The company has created a software...

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The Power of Discomfort
Educational/Tactical

The Power of Discomfort

Aug 15, 2017 in Educational/Tactical 0 Comments

Many people are so comfortable they’re miserable. Breaking a habit, trying something new, taking a risk, making new connections, or...

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Client Segmentation Can Boost Your Business
Practice Management

Client Segmentation Can Boost Your Business

Aug 14, 2017 in Practice Management 0 Comments

In today’s market, consumers expect more personalization than ever. Retailers and providers of services categorize extensively, but...

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Sometimes Money Can Buy Happiness  
Social Science

Sometimes Money Can Buy Happiness  

Aug 12, 2017 in Social Science 0 Comments

They say that money can’t buy happiness. But money can buy you free time, and a new study suggests that’s pretty  much the same...

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An American 007 with Four Legs
Informational

An American 007 with Four Legs

Aug 11, 2017 in Informational 0 Comments

MI6 may have had James Bond, but the CIA, which recently celebrated its seventieth anniversary, came near fielding some even more...

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Six Ways That Climate Change Will Cost Us
Informational

Six Ways That Climate Change Will Cost Us

Aug 10, 2017 in Informational 0 Comments

From the food we eat to the roofs over our heads, the warming of the earth’s atmosphere will have a profound financial impact...

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Protect Your Business when Hiring Independent Contractors
Practice Management

Protect Your Business when Hiring Independent Contractors

Aug 10, 2017 in Practice Management 0 Comments

For a small business owner, the decision to hire a new employee is a big one. One the one hand, you need a solid team to take your...

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Cool off with a Watermelon Slushy
Lifestyle

Cool off with a Watermelon Slushy

Aug 10, 2017 in Lifestyle 0 Comments

One of the best things about August is that the farmer’s markets are awash in sweet and delicious watermelon. There’s nothing more...

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Tasty Treats to Discover at the U.S. Open
Lifestyle

Tasty Treats to Discover at the U.S. Open

Aug 10, 2017 in Lifestyle 0 Comments

The US Open might be one of the hottest tickets in Grand Slam tennis, but there’s more to it than watching the greatest talents in...

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Help Your Clients Maximize their Social Security Survivor Benefits
Practice Management

Help Your Clients Maximize their Social Security Survivor Benefits

Aug 09, 2017 in Practice Management 0 Comments

As with any interaction with government bureaucracy, navigating the rules for Social Security benefits for surviving spouses can be...

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No Medical Exam Life Insurance Raises Regulatory Concerns
Educational/Tactical

No Medical Exam Life Insurance Raises Regulatory Concerns

Aug 08, 2017 in Educational/Tactical 0 Comments

We’ve all seen the ads on TV or gotten a marketing email touting “no medical exam necessary” life insurance. All you have to do is...

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Five Ways to Start Your Day Out Right
Informational

Five Ways to Start Your Day Out Right

Aug 08, 2017 in Informational 0 Comments

Mornings set the tone for the day, so a regular and powerful routine goes a long way toward setting you up for success. Crafting a...

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Fighting Inflammation, the Silent Enemy
Informational

Fighting Inflammation, the Silent Enemy

Aug 07, 2017 in Informational 0 Comments

If there’s one health topic that’s captured our attention this year, it’s inflammation. It’s nearly...

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Improve Your Negotiating Skills to Grow Your Business
Practice Management

Improve Your Negotiating Skills to Grow Your Business

Aug 07, 2017 in Practice Management 0 Comments

Every small business owner who succeeds becomes an expert negotiator. It’s a business survival skill that no one can live without...

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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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