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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
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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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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Some Benefits are Worth More than Money
Educational/Tactical

Some Benefits are Worth More than Money

Aug 02, 2017 in Educational/Tactical 0 Comments

Thanks to those dour Puritans and their so-called Protestant “work ethic,” Americans are some of the hardest working people on...

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Medicaid Per Capita Caps Might Demolish Long-Term Care for Elderly
Educational/Tactical

Medicaid Per Capita Caps Might Demolish Long-Term Care for Elderly

Jul 27, 2017 in Educational/Tactical 0 Comments

While the federal government may cover 50% of its costs, it would be a mistake to believe that Medicaid always pays for nursing...

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Border Tax Bad for Insurance Companies and Consumers
Educational/Tactical

Border Tax Bad for Insurance Companies and Consumers

Jul 26, 2017 in Educational/Tactical 0 Comments

A border-adjustment tax would raise the lifetime costs of life insurance and annuity policies by $59 billion and lead to a $24.6...

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Avoid Federal Estate Tax on Life Insurance Proceeds
Educational/Tactical

Avoid Federal Estate Tax on Life Insurance Proceeds

Jul 25, 2017 in Educational/Tactical 0 Comments

Making sure that you are properly insured is a key element in any financial plan. If you play your cards right, you can make sure...

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When Purpose, Not Profit, Motivates your Clients
Educational/Tactical

When Purpose, Not Profit, Motivates your Clients

Jul 23, 2017 in Educational/Tactical 0 Comments

Clients come in every variety: some are keen to “win” at any cost, others are so fearful of losing money that it’s difficult to get...

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Longer Lifespans Force a Change in Financial Planning
Educational/Tactical

Longer Lifespans Force a Change in Financial Planning

Jul 20, 2017 in Educational/Tactical 0 Comments

In 1947, a 47-year old French man made what he thought was a honey of a deal. He fell in love with an apartment in Arles, and...

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Justice Department behind DOL Rule
Educational/Tactical Informational

Justice Department behind DOL Rule

Jul 19, 2017 in Educational/Tactical, Informational 0 Comments

At the beginning of July, the U.S. Justice Department filed a brief with the Court of Appeals arguing that the Department of...

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Startups Trying to Increase Interest in Life Insurance
Educational/Tactical

Startups Trying to Increase Interest in Life Insurance

Jul 13, 2017 in Educational/Tactical 0 Comments

With 37% of Americans without life insurance due to the perceived cost, there is an opportunity waiting to be tapped. A variety of...

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Why Americans Aren’t Buying Life Insurance
Educational/Tactical

Why Americans Aren’t Buying Life Insurance

Jul 12, 2017 in Educational/Tactical 0 Comments

There are plenty of reasons why people don’t buy life insurance. Indeed, many people believe it is expensive and not a retirement...

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When Client Siblings Fight
Educational/Tactical

When Client Siblings Fight

Jul 10, 2017 in Educational/Tactical 0 Comments

Siblings fight. It happens. And when it does, most of the time the fights center around the parents. Ameriprise Financial found in...

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The Hardest Problem in Retirement Planning
Educational/Tactical

The Hardest Problem in Retirement Planning

Jul 08, 2017 in Educational/Tactical 0 Comments

Finance is full of tough questions. Do zero interest rates cause inflation? Are stocks overpriced?  But Nobel laureate William...

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Trends that are Changing Retirement in America
Educational/Tactical

Trends that are Changing Retirement in America

Jul 06, 2017 in Educational/Tactical 0 Comments

There’s no disputing that times are changing. Throughout our working lives, we’ve seen massive changes come about through...

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Trump Still Tilts at Wall Street Windmills
Educational/Tactical

Trump Still Tilts at Wall Street Windmills

Jun 26, 2017 in Educational/Tactical 0 Comments

The Trump administration has a plan for overhauling banking and financial regulation, and is eager to see the government relax many...

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Baby Boomers Could Come Up Short in Retirement
Educational/Tactical

Baby Boomers Could Come Up Short in Retirement

Jun 26, 2017 in Educational/Tactical 0 Comments

Today’s unfortunate truth is that 60% of baby boomers fear running out of cash in retirement more than they fear death itself. And...

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Nothing from May 28, 2022 to August 26, 2022.

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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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