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
Let Your Grand Strategy Guide: Planning for Changing Times
Let Your Grand Strategy Guide: Planning for Changing Times
22 hours ago0 Comments
Joe, We Hardly Know You: Planning When the Future’s Opaque
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago0 Comments
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
8 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
Do Trust, But Verify: Life Insurance Trusts Protect Your True Legacy – Your Kids
Educational/Tactical Lifestyle

Do Trust, But Verify: Life Insurance Trusts Protect Your True Legacy – Your Kids

Dec 21, 2020 in Educational/Tactical, Lifestyle 0 Comments

Parents never stop looking out for their kids, even beyond their final curtain. No matter my age, mother never stopped calling me...

Read more
Choose Wisely: Picking the Right Trustee
Educational/Tactical Informational Lifestyle

Choose Wisely: Picking the Right Trustee

Aug 24, 2020 in Educational/Tactical, Informational, Lifestyle 0 Comments

My father’s big thing was fruit. My older brother, irreverently analytical and with little regard for old-school propriety...

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No Guillotine Talk Just Yet: CA, NY Propose Tax Hikes for Millionaires
Educational/Tactical Lifestyle

No Guillotine Talk Just Yet: CA, NY Propose Tax Hikes for Millionaires

Aug 17, 2020 in Educational/Tactical, Lifestyle 0 Comments

I was watching a video last weekend, which followed the band PJ Harvey on tour in England. Once a hot meteor flying through space...

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Corona Crisis: Estate Planners Adjust to Working from Home
Lifestyle Practice Management

Corona Crisis: Estate Planners Adjust to Working from Home

Apr 28, 2020 in Lifestyle, Practice Management 0 Comments

Estate planners are among the luckiest of professionals forced to work in physical isolation by the global coronavirus outbreak...

Read more
Work-From-Home Pro Tips From a Longtime Remote Worker
Lifestyle Practice Management

Work-From-Home Pro Tips From a Longtime Remote Worker

Apr 21, 2020 in Lifestyle, Practice Management 0 Comments

Before COVID-19 sent us all into lockdown, working remotely was already gaining significant currency among the modern workforce. In...

Read more
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...

Read more
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...

Read more
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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Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later
Educational/Tactical Lifestyle

Estate-Tax Exemption Vanishes in 2025 – Plan Now or Weep Later

Mar 04, 2020 in Educational/Tactical, Lifestyle 0 Comments

The rich may get richer, but they have a dickens of a time keeping it. This is a reality that divide-and-rule pundits pointedly...

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Isn’t It Unromantic: Planning for Divorce and Spousal Death
Educational/Tactical Lifestyle

Isn’t It Unromantic: Planning for Divorce and Spousal Death

Mar 02, 2020 in Educational/Tactical, Lifestyle 0 Comments

The happiest news often leads to lamentation. Your portfolio appreciates; the taxman cometh. A child is born; he grows to be a...

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The SECURE Act: Avoiding Long Term Tax Traps
Educational/Tactical Lifestyle

The SECURE Act: Avoiding Long Term Tax Traps

Feb 20, 2020 in Educational/Tactical, Lifestyle 0 Comments

Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...

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The SECURE Act: What Wealthy Clients Need To Know
Educational/Tactical Lifestyle

The SECURE Act: What Wealthy Clients Need To Know

Feb 19, 2020 in Educational/Tactical, Lifestyle 0 Comments

Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...

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Charting the Final Lap: Steps to Take in the Last Years Before Retirement
Educational/Tactical Lifestyle

Charting the Final Lap: Steps to Take in the Last Years Before Retirement

Feb 18, 2020 in Educational/Tactical, Lifestyle 0 Comments

Paul Anka must have been channeling his inner financial analyst when he wrote the lyric to the iconic song My Way. For people...

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Clearing the Bar with Wealthy Clients
Lifestyle Practice Management

Clearing the Bar with Wealthy Clients

Feb 07, 2020 in Lifestyle, Practice Management 0 Comments

Wealthy people need financial advice – the finest they can locate. The queue to gain their lucrative business will be long, so how...

Read more
Disability: Don’t Fail to Plan For It
Educational/Tactical Lifestyle

Disability: Don’t Fail to Plan For It

Feb 06, 2020 in Educational/Tactical, Lifestyle 0 Comments

It’s a truism—no one likes to think about the possibility of their own disability or that of a loved one. Still, the data show that...

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Indexed Universal Life Policies Can Help Save for College
Educational/Tactical Lifestyle

Indexed Universal Life Policies Can Help Save for College

Jan 30, 2020 in Educational/Tactical, Lifestyle 0 Comments

Most advisors find that financing the ever-increasing cost of a college education is top of mind among clients with children...

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CALENDAR OF EVENTS

February 18, 2021
  • A Cavalier Strategy Event: FOUND MONEY - How are You Going to Diversify Your Business in 2021 to Grow Sales?
    Starts: February 18, 2021 - 11:00 am
    Ends: February 18, 2021 - 12:00 pm


    Register now by clicking HERE!
    Nicholas Lines ​is a Regional Vice President for Protective Life’s Southern California and Nevada Territories in the Life Brokerage Channel and a Registered Representative with ProEquities, Inc. He has spent the past 8 years with Protective Life and brings 17 years of experience in the financial services and insurance industry. In addition to his 3 years as an independent life agent, Nick previously worked in Manhattan at Credit Suisse in their Life Finance Group specializing in insurance-related strategies for high net worth individuals and at AIG as a wholesaler in the commercial insurance finance unit.  

February 23, 2021
  • A Cavalier Strategy Event: A Critical Change for Anyone Looking for Living Benefits
    Starts: February 23, 2021 - 11:00 am
    Ends: February 23, 2021 - 12:00 pm


    Register now by clicking HERE!
    A major carrier just announced they’re adding Critical and Chronic Illness Living Benefit riders to most of their individual life products!

    Some carriers offer Living Benefit riders with no additional premium charge while others charge additional premium up-front.

    Many carriers offer a Chronic Illness rider, while some offer a true LTC rider.

    A handful of carriers also offer a Critical Illness rider.

    These riders are often found on permanent products, but a few carriers offer them on their term products.

    Please join Cavalier Associates to explore how these riders can help grow your business.

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Recent Posts
Let Your Grand Strategy Guide: Planning for Changing Times
Let Your Grand Strategy Guide: Planning for Changing Times
22 hours ago0 Comments
Joe, We Hardly Know You: Planning When the Future’s Opaque
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago0 Comments
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
8 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
Let Your Grand Strategy Guide: Planning for Changing Times
22 hours ago
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago
Misconceptions of Estate Planning – and Some Efficient Solutions
8 days ago

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