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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  • 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
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    • Event Calendar
    • Event Library
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    • e-Resources
    • Education Center
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination
Educational/Tactical Informational Social Science

Lies, Damn Lies and Social Media Posts: Life Insurance Payouts Unaffected by Covid Vaccination

Apr 06, 2021 in Educational/Tactical, Informational, Social Science 0 Comments

Some crazy ideas are out there today. Let’s clear up one of them: Those Covid jabs inflicted by reputable healthcare workers are...

Read more
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
Educational/Tactical Informational

Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?

Apr 05, 2021 in Educational/Tactical, Informational 0 Comments

We stand at the tree line, all silent for a moment, waiting to cross the fateful valley. I’m not talking about Faulkner’s fantasy...

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The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
Educational/Tactical Informational

The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It

Mar 31, 2021 in Educational/Tactical, Informational 0 Comments

Irrevocable Life Insurance Trusts, or ILITs, are a wonderful way for clients with complex estates – or difficult heirs – to manage...

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Heads Up or Headache – Purchasing Life Insurance Inside a Qualified Plan
Educational/Tactical Informational

Heads Up or Headache – Purchasing Life Insurance Inside a Qualified Plan

Mar 29, 2021 in Educational/Tactical, Informational 0 Comments

I like the way I earn my living, writing and editing, but some days I feel that remaining in bed, head firmly covered, seems the...

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Love, Look at the Three of Us: Having the Money Talk Before Marriage
Educational/Tactical Informational

Love, Look at the Three of Us: Having the Money Talk Before Marriage

Mar 24, 2021 in Educational/Tactical, Informational 0 Comments

I nearly married a millionaire once. It didn’t work out and I won’t tell you why, but I’m willing to share some of our pre-aisle...

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Book of Lamentations: Tony Hsieh Latest to Die Will-less
Educational/Tactical Informational

Book of Lamentations: Tony Hsieh Latest to Die Will-less

Mar 22, 2021 in Educational/Tactical, Informational 0 Comments

Mourn the poor rich man, who died in his prime and left a tremendous mess for his loved ones to clear up. Tony Hsieh, the 46-year...

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Don’t Stop the Presses: Democrats Propose Ultra-Rich Tax
Educational/Tactical Informational

Don’t Stop the Presses: Democrats Propose Ultra-Rich Tax

Mar 17, 2021 in Educational/Tactical, Informational 0 Comments

I live on a quiet street. There’s a pothole in the road outside my gate. Our neighbor’s mutt likes to wander over and lie in it. We...

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Chance Favors Her Courters: Pandemic Spurs Interest in Life Insurance
Educational/Tactical Informational

Chance Favors Her Courters: Pandemic Spurs Interest in Life Insurance

Mar 15, 2021 in Educational/Tactical, Informational 0 Comments

There’s a steamy old movie I favor, where a tough cop ruefully notes that in a mad crisis, people can lose direction. “Everything...

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Ticket to Ride: Omnibus Bill Brings Relief to Insurers and Clients in 2021
Educational/Tactical Lifestyle

Ticket to Ride: Omnibus Bill Brings Relief to Insurers and Clients in 2021

Mar 10, 2021 in Educational/Tactical, Lifestyle 0 Comments

Our topic is adaptability – so hard to practice, particularly in politics, especially when regulations are involved. It recalls...

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Never Too Late: Life Coverage Available Despite the Pandemic
Educational/Tactical Informational

Never Too Late: Life Coverage Available Despite the Pandemic

Mar 08, 2021 in Educational/Tactical, Informational 0 Comments

Everyone hates a health exam, particularly one that probes them deeply. I wonder if this isn’t a reason why people are so reluctant...

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Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Educational/Tactical Informational

Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component

Mar 01, 2021 in Educational/Tactical, Informational 0 Comments

I just read a stimulating article in which the author said she uses a high deductible health plan (HDHP), specifically its attached...

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Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Educational/Tactical Informational Lifestyle

Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance

Feb 24, 2021 in Educational/Tactical, Informational, Lifestyle 0 Comments

Life insurance. It’s a curious old business. The customer buys a product and reduces their risk. The provider selling that policy...

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Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Educational/Tactical Informational

Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes

Feb 22, 2021 in Educational/Tactical, Informational 0 Comments

I called one of my first colleagues in finance, a London-born specialist now in estate planning, who works out of Baltimore. What...

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You’re Coverable: Life Insurance for Cancer Survivors
Educational/Tactical Informational

You’re Coverable: Life Insurance for Cancer Survivors

Feb 17, 2021 in Educational/Tactical, Informational 0 Comments

Dan beat cancer. The best healthcare in Boston, the good vibes and prayers of his loved ones and his own iron determination took...

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Not If, But When – Preparing for the Biden-Tax-Boost Era
Educational/Tactical Informational

Not If, But When – Preparing for the Biden-Tax-Boost Era

Feb 12, 2021 in Educational/Tactical, Informational 0 Comments

My old friend Jim called me after midnight from a parking lot in Houston. He sounded winded, distracted. Apart from the cellphone...

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Alive and Kicking: SECURE Act Provisions Still Tripping Up Clients
Educational/Tactical Informational

Alive and Kicking: SECURE Act Provisions Still Tripping Up Clients

Feb 09, 2021 in Educational/Tactical, Informational 0 Comments

The Stretch IRA stratagem: in the old days, I wrote about it so often, I often wished it would vanish. I’ll take anything else, so...

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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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  • 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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