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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  • 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
    • 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
  • Events
    • Event Calendar
    • Event Library
  • Contact
    • Career Opportunities
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Walking in Their Footsteps: When Launching a Business, Learn from Experience
Educational/Tactical Informational Practice Management

Walking in Their Footsteps: When Launching a Business, Learn from Experience

Oct 07, 2020 in Educational/Tactical, Informational, Practice Management 0 Comments

A lady friend once described me as gothic – it was the ‘80s, after all – but from my side of the skull, it’s all early...

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Say It, Joe, or Say It Ain’t So: Biden Camp Backs Tax Hike
Educational/Tactical Practice Management

Say It, Joe, or Say It Ain’t So: Biden Camp Backs Tax Hike

Sep 29, 2020 in Educational/Tactical, Practice Management 0 Comments

When my older brother speaks, it’s a good time to open your ears. If Paul says the golden words, “OK, look – here’s how it was,”...

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Sacramento, We Have a Problem: Democrat’s Wealth Bill Aims to Tackle Tax Flight
Educational/Tactical Practice Management

Sacramento, We Have a Problem: Democrat’s Wealth Bill Aims to Tackle Tax Flight

Sep 28, 2020 in Educational/Tactical, Practice Management 0 Comments

We examined the wealth tax proposal floated by California Democrats, and our first impression was, what’s all the buzz? One...

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Don’t ‘Die Without a Will’: Life Insurance for Your Partnership
Educational/Tactical Practice Management

Don’t ‘Die Without a Will’: Life Insurance for Your Partnership

Sep 23, 2020 in Educational/Tactical, Practice Management 0 Comments

I was talking to my business partner the other day, and I didn’t like the sound of that cough. All this wheezing and hacking – what...

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More Stimulus Is Coming – Will Tax Cuts Be Part of the Package?
Educational/Tactical Practice Management

More Stimulus Is Coming – Will Tax Cuts Be Part of the Package?

Jun 24, 2020 in Educational/Tactical, Practice Management 0 Comments

Is the coronavirus pandemic finally starting to abate? The initial signs are promising in some parts of the country and we can only...

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Business Planning: Corporate Tax Implications of a Democratic Win in November
Educational/Tactical Practice Management

Business Planning: Corporate Tax Implications of a Democratic Win in November

Jun 22, 2020 in Educational/Tactical, Practice Management 0 Comments

We cannot predict who will win the presidential election in 2020. The likely candidates are identifiable: The Democratic Party will...

Read more
Insurance Protection for Key People is Becoming Critical in Private Equity
Educational/Tactical Practice Management

Insurance Protection for Key People is Becoming Critical in Private Equity

Jun 17, 2020 in Educational/Tactical, Practice Management 0 Comments

Let us consider the men and women of private equity. They’re different from you and me. Whether they read F. Scott Fitzgerald or...

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Coronavirus Pandemic Accelerates Evolution in the Insurance Industry
Educational/Tactical Practice Management

Coronavirus Pandemic Accelerates Evolution in the Insurance Industry

May 11, 2020 in Educational/Tactical, Practice Management 0 Comments

Once upon a time, buying a life insurance policy involved a lengthy and complicated underwriting process. At worst, it could take...

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Seeing Your Way to Boosting Video Engagement Among Your Audience
Practice Management

Seeing Your Way to Boosting Video Engagement Among Your Audience

May 08, 2020 in Practice Management 0 Comments

As most of us shelter at home, laboring to keep the family out of the frame for business-related Zoom calls and waiting to return...

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A Crisis of Decision: What to Do When the Old Rules Don’t Apply
Practice Management

A Crisis of Decision: What to Do When the Old Rules Don’t Apply

May 01, 2020 in Practice Management 0 Comments

There’s a bit of wisdom positing that generals tend to prepare for the last war. People in all endeavors are vulnerable here: while...

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The Home Videoconferencing Setup For Financial Advisors
Practice Management

The Home Videoconferencing Setup For Financial Advisors

Apr 29, 2020 in Practice Management 0 Comments

The ongoing coronavirus pandemic has brought on strict social-distancing measures around the world. Forced to work from their home...

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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...

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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...

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A Guide to Thriving as an Advisor in the Time of COVID-19
Educational/Tactical Practice Management

A Guide to Thriving as an Advisor in the Time of COVID-19

Apr 15, 2020 in Educational/Tactical, Practice Management 0 Comments

At the moment, the entire planet faces high volatility in the financial markets, not to mention other challenges. In a world such...

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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...

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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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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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