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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  • 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
Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?
Educational/Tactical Informational

Drain the Usual Suspects: Can Overfunded Life Protect HNW Clients from Coming Tax Rises?

Apr 05, 2021 in Educational/Tactical, Informational 0 Comments

We stand at the tree line, all silent for a moment, waiting to cross the fateful valley. I’m not talking about Faulkner’s fantasy...

Read more
Book of Lamentations: Tony Hsieh Latest to Die Will-less
Educational/Tactical Informational

Book of Lamentations: Tony Hsieh Latest to Die Will-less

Mar 22, 2021 in Educational/Tactical, Informational 0 Comments

Mourn the poor rich man, who died in his prime and left a tremendous mess for his loved ones to clear up. Tony Hsieh, the 46-year...

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Don’t Stop the Presses: Democrats Propose Ultra-Rich Tax
Educational/Tactical Informational

Don’t Stop the Presses: Democrats Propose Ultra-Rich Tax

Mar 17, 2021 in Educational/Tactical, Informational 0 Comments

I live on a quiet street. There’s a pothole in the road outside my gate. Our neighbor’s mutt likes to wander over and lie in it. We...

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Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Informational

Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients

Mar 03, 2021 in Informational 0 Comments

My father was a straight arrow, as true flying as they come, but he wasn’t without his New England oddities. I’m not talking about...

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Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Educational/Tactical Informational

Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes

Feb 22, 2021 in Educational/Tactical, Informational 0 Comments

I called one of my first colleagues in finance, a London-born specialist now in estate planning, who works out of Baltimore. What...

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Facing Facts, Perhaps: Joe Biden’s Tax Plans for the Wealthy
Educational/Tactical Informational

Facing Facts, Perhaps: Joe Biden’s Tax Plans for the Wealthy

Nov 02, 2020 in Educational/Tactical, Informational 0 Comments

We return to the subject of potential tax rises and I apologize right from the start. Still, we must face facts, whatever those...

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California’s Dreaming: Wealth Tax Proposal Joins Tax-the-Rich Parade
Educational/Tactical

California’s Dreaming: Wealth Tax Proposal Joins Tax-the-Rich Parade

Aug 31, 2020 in Educational/Tactical 0 Comments

The last time we spoke, we talked about California Democrats’ plans to kick the state’s top-tier tax rate up to an all-American...

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Sympathy for the Wealthy: Strategies to Combat Prospective Tax Increases
Educational/Tactical

Sympathy for the Wealthy: Strategies to Combat Prospective Tax Increases

Jul 28, 2020 in Educational/Tactical 0 Comments

A dear friend celebrated his birthday the other day – he’s nearing 50 now, but is still younger than me, somehow. He lives in a...

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The Big Reversion: Estate Planning and Tax Considerations before 2026
Educational/Tactical

The Big Reversion: Estate Planning and Tax Considerations before 2026

Jul 06, 2020 in Educational/Tactical 0 Comments

There’s a song I used to love back in college, written by the great American bandleader and songwriter Louis Jordan. My favorite...

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For HNW Clients, Cash Value Life Insurance Offers Solid Planning Value
Educational/Tactical

For HNW Clients, Cash Value Life Insurance Offers Solid Planning Value

Jun 01, 2020 in Educational/Tactical 0 Comments

Universal and whole life insurance policies seem to be slipping out of favor with estate planners and financial advisors. They rate...

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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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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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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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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...

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New Tax Rules in 2020: How They’ll Affect Wealthy Clients
Educational/Tactical Lifestyle

New Tax Rules in 2020: How They’ll Affect Wealthy Clients

Dec 18, 2019 in Educational/Tactical, Lifestyle 0 Comments

The new year will ring in tax developments both good and bad for your wealthier customers. It’s also good to recall the upcoming...

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Rich are Rattled and Seeking Old-Fashioned Security
Informational Lifestyle

Rich are Rattled and Seeking Old-Fashioned Security

Dec 11, 2019 in Informational, Lifestyle 0 Comments

Rich are Rattled and Seeking Old-Fashioned Security Mayfair is one of the most elegant areas of London, and there you’ll find 46...

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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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