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
22 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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
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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Four Sound Reasons to Buy Life Insurance
Informational

Four Sound Reasons to Buy Life Insurance

Jan 03, 2019 in Informational 0 Comments

It seems like a no-brainer, but the logic escapes many people these days. Short-sighted spending has a regrettably obvious appeal...

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Universal Life Policies – The Bane of Their Buyers?
Informational

Universal Life Policies – The Bane of Their Buyers?

Jan 02, 2019 in Informational 0 Comments

Non-guaranteed universal life policies – Current Assumption UL in industry-speak – are currently the bete noir of the insurance...

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How the Cali Fires Are Affecting the Economy
Informational Social Science

How the Cali Fires Are Affecting the Economy

Dec 07, 2018 in Informational, Social Science 0 Comments

The uncontrollable wildfires in California this year have been described as the worst on record. We here at Cavalier Associates can...

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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
22 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
22 hours ago
Joe, We Hardly Know You: Planning When the Future’s Opaque
1 day ago
Misconceptions of Estate Planning – and Some Efficient Solutions
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