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2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
(800) 350-2019

MEMBER OF THE ADVANTAGE INSURANCE NETWORK

About Us

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
(800) 350-2019
Email: info@cavalierassociates.com
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12 events found.

Events

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  • August 2025

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Thu 14

    The 2025 IRA Revolution: Ed Slott’s Guide to Turning Tax Challenges into Maximum Client Value Copy

    August 14, 2025 @ 11:30 am - 12:30 pm

    About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority, Ed Slott, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning […]

  • Tue 19

    How to Identify Life Insurance Replacements, Multi-Generational Wealth Building, and IUL Built for Small Business

    August 19, 2025 @ 12:00 pm - 1:00 pm
    Nick's Restaurant, Pasadena 336 S Lake Ave, Pasadena, United States

    About the Event When was the last time you took a hard look at your clients’ inforce life insurance? Too often, outdated policies sit untouched missing the mark on performance, protection, and planning potential. This […]

  • Wed 20

    How to Identify Life Insurance Replacements, Multi-Generational Wealth Building, and IUL Built for Small Business

    August 20, 2025 @ 12:00 pm - 1:00 pm
    Il Moro Ristorante, Los Angeles 11400 Olympic Blvd, Los Angeles, United States

    About the Event When was the last time you took a hard look at your clients’ inforce life insurance? Too often, outdated policies sit untouched missing the mark on performance, protection, and planning potential. This […]

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The Evolving Landscape of Life Insurance Underwriting – Los Angeles

Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.

CONTACT

(800) 350-2019
2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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