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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  • 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
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...

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Advisory Expertise: Aiding Clients Worried About Unemployment
Educational/Tactical Social Science

Advisory Expertise: Aiding Clients Worried About Unemployment

May 15, 2020 in Educational/Tactical, Social Science 0 Comments

In the US, the coronavirus crisis has deeply undercut a formerly burgeoning economy. Millions of Americans have filed unemployment...

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I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans
Educational/Tactical Social Science

I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans

Apr 27, 2020 in Educational/Tactical, Social Science 0 Comments

In the days before coronavirus, the crisis on financial planners’ lips was the long-term healthcare variety. Our concern was how...

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No Different than You or Me, After All: The Wealthy and the Coronavirus Crisis
Educational/Tactical Social Science

No Different than You or Me, After All: The Wealthy and the Coronavirus Crisis

Mar 17, 2020 in Educational/Tactical, Social Science 0 Comments

The coronavirus crisis is touching even the toughest of souls. A good friend of ours at an aggressive venture capital firm has been...

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Advisory Expertise: When Troubled Clients Need Help
Educational/Tactical Social Science

Advisory Expertise: When Troubled Clients Need Help

Mar 11, 2020 in Educational/Tactical, Social Science 0 Comments

Financial advisors – the best ones, anyway – get to know their clients intimately. Professional relationships can last for decades...

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The Talk No One Wants to Have: Planning for Long-Term Care
Educational/Tactical Social Science

The Talk No One Wants to Have: Planning for Long-Term Care

Feb 24, 2020 in Educational/Tactical, Social Science 0 Comments

No one wants to think about old age, incapacitation, and the long, slow slide toward the grave. God forbid it should happen to you...

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SECURE Act Changes to RMD Rules: Client Impact
Practice Management Social Science

SECURE Act Changes to RMD Rules: Client Impact

Jan 23, 2020 in Practice Management, Social Science 0 Comments

Congress certainly enjoys a mouthful and we aren’t just talking about their appetite for spending, to say nothing of insatiable...

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Are You Truly Trustworthy? Seven Clues That Tell All
Lifestyle Social Science

Are You Truly Trustworthy? Seven Clues That Tell All

Jan 21, 2020 in Lifestyle, Social Science 0 Comments

Judge not unless you want to be judged – ancient advice for the deepest moral matters, but in practical terms – and we’re including...

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When Salespeople Can’t Sell
Educational/Tactical Social Science

When Salespeople Can’t Sell

Dec 12, 2019 in Educational/Tactical, Social Science 0 Comments

Pity the poor salespeople of our world. All that confidence and energy, boldness and bravery in a landscape of gimlet-eyed...

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They’re In the Money: Treat Every Client Like They’re HNW
Practice Management Social Science

They’re In the Money: Treat Every Client Like They’re HNW

Nov 14, 2019 in Practice Management, Social Science 0 Comments

Consider for your approval the case of Andrew Altfest. We might describe him as a son of the pioneers, in this case Lewis and Karen...

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Spooky Stuff: Can Horror Movie Characters Scare Insurance Unbelievers into Action?
Educational/Tactical Social Science

Spooky Stuff: Can Horror Movie Characters Scare Insurance Unbelievers into Action?

Nov 13, 2019 in Educational/Tactical, Social Science 0 Comments

You have a client; they need insurance; they won’t sign the dotted line. There’s tested ways to get through to them: case studies...

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A Special Relationship: Making Rich Clients Happy in Ways the Other Advisors Won’t 
Social Science

A Special Relationship: Making Rich Clients Happy in Ways the Other Advisors Won’t 

Nov 07, 2019 in Social Science 0 Comments

They’re the customers of most financial advisers’ dreams: top-level executives enjoying multi-million-dollar incomes. There are a...

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Where Have All the High Net Worth Clients Gone?
Lifestyle Social Science

Where Have All the High Net Worth Clients Gone?

Nov 01, 2019 in Lifestyle, Social Science 0 Comments

Traditionally, the aged and the rich have headed south to avoid the icy winds of winter, flocking to Florida to work on their tans...

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Danger Zone: Talking to Clients Who Lack LT Healthcare Coverage
Practice Management Social Science

Danger Zone: Talking to Clients Who Lack LT Healthcare Coverage

Nov 01, 2019 in Practice Management, Social Science 0 Comments

It may not be a comfortable subject to broach with reluctant clients, but there’s no reasonable – or responsible – way to avoid the...

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The Under-Insured Generation: Millennials Living on the Edge
Informational Lifestyle Social Science

The Under-Insured Generation: Millennials Living on the Edge

Oct 31, 2019 in Informational, Lifestyle, Social Science 0 Comments

LEAD SENTENCE The younger generation is usually perceived by people even marginally older as irresponsible to the point of stark...

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How Elite Advisors Fully Capitalize on the Holiday Season
Practice Management Social Science

How Elite Advisors Fully Capitalize on the Holiday Season

Oct 29, 2019 in Practice Management, Social Science 0 Comments

Want to capitalize on the holiday season? The secret can be boiled down to one thing—planning. Let’s walk through five...

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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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  • (800) 350-2019
  • 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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