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
The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It
Educational/Tactical Informational

The Joys of Creating an ILIT – and the Fatal Mistake That Can Kill It

Mar 31, 2021 in Educational/Tactical, Informational 0 Comments

Irrevocable Life Insurance Trusts, or ILITs, are a wonderful way for clients with complex estates – or difficult heirs – to manage...

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Heads Up or Headache – Purchasing Life Insurance Inside a Qualified Plan
Educational/Tactical Informational

Heads Up or Headache – Purchasing Life Insurance Inside a Qualified Plan

Mar 29, 2021 in Educational/Tactical, Informational 0 Comments

I like the way I earn my living, writing and editing, but some days I feel that remaining in bed, head firmly covered, seems the...

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Life Insurance Can Be a Smart Choice for Young Women
Educational/Tactical

Life Insurance Can Be a Smart Choice for Young Women

Dec 04, 2019 in Educational/Tactical 0 Comments

For most young, single women life insurance is not on the radar. Health insurance of course, and maybe renter’s insurance.  But...

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Three Ways Life Insurance Can Help Your Estate Plan
Educational/Tactical Informational

Three Ways Life Insurance Can Help Your Estate Plan

Dec 04, 2019 in Educational/Tactical, Informational 0 Comments

Sometimes, life insurance can do more than protect your family in the event of your unexpected death. It can also help you in...

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Nine Things About Life Insurance Your Clients Should Know
Educational/Tactical Informational

Nine Things About Life Insurance Your Clients Should Know

Oct 16, 2019 in Educational/Tactical, Informational 0 Comments

Some 37.5 million U.S. households have no life insurance coverage at the moment, and nearly half of all households are...

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Is Life Insurance Appropriate in a 401(k)?
Educational/Tactical Informational

Is Life Insurance Appropriate in a 401(k)?

Sep 09, 2019 in Educational/Tactical, Informational 0 Comments

Many retirement investors might not immediately think of buying life insurance for a 401(k), it can be a viable option. Buying life...

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Life Insurance Case Study: What to Do When Clients Need Fast Cash
Educational/Tactical Informational

Life Insurance Case Study: What to Do When Clients Need Fast Cash

Sep 06, 2019 in Educational/Tactical, Informational 0 Comments

Today we hear from Lisa Rehburg, president of Rehburg Life Insurance Settlements. She discusses the tragic case of two clients: a...

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The Advantages of Making Insurance Part of Your Retirement Plan
Educational/Tactical

The Advantages of Making Insurance Part of Your Retirement Plan

Aug 01, 2019 in Educational/Tactical 0 Comments

Most people see life insurance primarily as a way to protect a family from loss of income should a breadwinner die. That...

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Why HNW Clients Need Specialized Insurance
Educational/Tactical Lifestyle

Why HNW Clients Need Specialized Insurance

Jun 05, 2019 in Educational/Tactical, Lifestyle 0 Comments

One thing about the wealthy: they usually own a lot of stuff. We aren’t talking about knick-knacks and souvenirs – we mean valuable...

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Is Stock Market Investing with Variable Life Insurance a Good Idea?
Educational/Tactical

Is Stock Market Investing with Variable Life Insurance a Good Idea?

Jun 03, 2019 in Educational/Tactical 0 Comments

Permanent life insurance, or whole life, is a financial product that generates some controversy. It used to be that it was promoted...

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IRS OK’s Insurers Extending Mortality Table Past Age 100
Educational/Tactical Practice Management

IRS OK’s Insurers Extending Mortality Table Past Age 100

May 30, 2019 in Educational/Tactical, Practice Management 0 Comments

The Internal Revenue Service recently announced that life insurance providers are free to introduce new standard mortality tables...

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NAIC May Nix the New Mortality Table
Educational/Tactical

NAIC May Nix the New Mortality Table

May 29, 2019 in Educational/Tactical 0 Comments

The latest news on the 2017 Commissioners Standard Guaranteed Issue Mortality table, approved for use back in 2018, suggests a...

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Texas Tech Basketball Coach Chris Beard Signs New Contract with Insurance Policy
Educational/Tactical Informational

Texas Tech Basketball Coach Chris Beard Signs New Contract with Insurance Policy

May 17, 2019 in Educational/Tactical, Informational 0 Comments

Texas Tech University, which made it to the NCAA National Championship Game this spring, has agreed on new contract terms for Red...

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Ways to Make a Term Life Policy Affordable
Informational

Ways to Make a Term Life Policy Affordable

Apr 02, 2019 in Informational 0 Comments

Term life insurance policies are often misunderstood by customers, in terms of their purpose and perceptions of how much it should...

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When is Whole Life Not Really Whole Life?
Informational

When is Whole Life Not Really Whole Life?

Jan 22, 2019 in Informational 0 Comments

There’s no shortage of articles discussing the failings of universal life insurance. But there’s very little discussion of what’s...

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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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