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
23 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
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...

Read more
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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Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not
Educational/Tactical

Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not

Nov 22, 2019 in Educational/Tactical 0 Comments

It’s a bit of boilerplate in the profession: high-net-worth clients should provide for long-term healthcare expenses via...

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What Do the Wealthy Folk Do? How the Rich Spend Their Money 
Lifestyle

What Do the Wealthy Folk Do? How the Rich Spend Their Money 

Jul 24, 2019 in Lifestyle 0 Comments

No doubt, some of our regular readers have no need to wonder: they’re wealthy enough to be in-the-know. Perhaps they’re reading...

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How to Converse with the Wealthy
Lifestyle

How to Converse with the Wealthy

Jun 11, 2019 in Lifestyle 0 Comments

“Let me tell you about the very rich. They are different from you and me,” F. Scott Fitzgerald famously wrote. We beg to differ –...

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How Much Does It Take to Be Rich? It All Depends on Location
Lifestyle

How Much Does It Take to Be Rich? It All Depends on Location

May 31, 2019 in Lifestyle 0 Comments

The results of Charles Schwab’s Modern Wealth Survey are in – among other things, the survey asked respondents to share their...

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Premium LI Financing – An Attractive Approach for HNW Clients
Educational/Tactical Practice Management

Premium LI Financing – An Attractive Approach for HNW Clients

May 06, 2019 in Educational/Tactical, Practice Management 0 Comments

High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...

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Rich Women are Increasingly Calling the Shots
Informational Lifestyle Social Science

Rich Women are Increasingly Calling the Shots

Apr 25, 2019 in Informational, Lifestyle, Social Science 0 Comments

In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...

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Checklist for Making Sound Financial Planning Decisions
Informational Lifestyle Social Science

Checklist for Making Sound Financial Planning Decisions

Apr 22, 2019 in Informational, Lifestyle, Social Science 0 Comments

When making financial planning decisions, people tend to focus excessively on two factors: fees and performance. A few points on...

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The Suffering of Billionaires: Add Longevity to the List
Lifestyle Social Science

The Suffering of Billionaires: Add Longevity to the List

Apr 19, 2019 in Lifestyle, Social Science 0 Comments

When considering the lives of the super-wealthy, one might conclude that it isn’t worth the bother. The joy of engaging work...

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The Woes of Planning for the High Net Worth
Lifestyle

The Woes of Planning for the High Net Worth

Mar 22, 2019 in Lifestyle 0 Comments

The more we consider the attendant difficulties, the more extreme wealth takes on the aura of a curse. Key Private Bank recently...

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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
23 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
23 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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