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
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 20220 Comments
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 20220 Comments
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 20220 Comments
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  • 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
    • Annuity Rate Watch
    • Contracting
    • Electronic Applications
      • iGO E-Application
    • Electronic Health Records
    • Forms
    • Insurance Carrier Partners
    • Quotes
      • Guaranteed UL
      • iPipeline
      • LTC Quotes
      • Term Quotes
      • VitalSuite
    • Underwriting
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    • Event Calendar
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Lessons, Sinking In: Long-Term Healthcare in a Post-Pandemic World
Educational/Tactical

Lessons, Sinking In: Long-Term Healthcare in a Post-Pandemic World

Sep 07, 2020 in Educational/Tactical 0 Comments

If you think the independent woman is a modern creation, sprung somehow from the pages of women’s magazines in the 1970s –...

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Long Term Care Planning: Taking a New Look at Life Insurance
Educational/Tactical

Long Term Care Planning: Taking a New Look at Life Insurance

Aug 10, 2020 in Educational/Tactical 0 Comments

I had the chance to visit a nearly long-lost cousin last year, a couple of months before happy get-togethers were put on hold. This...

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Insurance Options for Funding Long-Term Healthcare
Educational/Tactical

Insurance Options for Funding Long-Term Healthcare

Jun 29, 2020 in Educational/Tactical 0 Comments

We’ve written a good deal about the problem of funding long-term healthcare costs. People are living ever longer, with the average...

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I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans
Educational/Tactical Social Science

I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans

Apr 27, 2020 in Educational/Tactical, Social Science 0 Comments

In the days before coronavirus, the crisis on financial planners’ lips was the long-term healthcare variety. Our concern was how...

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The Talk No One Wants to Have: Planning for Long-Term Care
Educational/Tactical Social Science

The Talk No One Wants to Have: Planning for Long-Term Care

Feb 24, 2020 in Educational/Tactical, Social Science 0 Comments

No one wants to think about old age, incapacitation, and the long, slow slide toward the grave. God forbid it should happen to you...

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Senate Proposal Could Make It Easier to Fund LTC Insurance
Informational

Senate Proposal Could Make It Easier to Fund LTC Insurance

Dec 10, 2019 in Informational 0 Comments

If Congress manages to pass a new bill, currently being worked up in the Senate, tax-and penalty-free withdrawals would be allowed...

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Asking Clients the Hard Questions About LT Care: A Checklist for Your Discussions
Lifestyle Practice Management

Asking Clients the Hard Questions About LT Care: A Checklist for Your Discussions

Dec 09, 2019 in Lifestyle, Practice Management 0 Comments

The urgency of providing for long-term healthcare costs is well established, yet many advisers are having a tough time in broaching...

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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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Ferreting Out Resources to Fund LT Care for Parents
Educational/Tactical Informational

Ferreting Out Resources to Fund LT Care for Parents

Nov 20, 2019 in Educational/Tactical, Informational 0 Comments

You may have clients in a seemingly swimming situations: not so young anymore, but standing in a good light – a nice career...

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The Costs for Long-Term Care Can be Horrifying
Informational Lifestyle

The Costs for Long-Term Care Can be Horrifying

Nov 18, 2019 in Informational, Lifestyle 0 Comments

As if the fear of dying weren’t bad enough, there’s also the fear of living too long to contend with. No one wants to end up...

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Build Bridges with Clients by Discussing LT Care
Educational/Tactical Lifestyle

Build Bridges with Clients by Discussing LT Care

Nov 12, 2019 in Educational/Tactical, Lifestyle 0 Comments

In case you missed it, November is National Long-Term Care Awareness Month. It’s estimated that nearly 80% of Americans will need...

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You Have Long-Term Coverage – What Else Do You Need?
Informational

You Have Long-Term Coverage – What Else Do You Need?

Oct 28, 2019 in Informational 0 Comments

The word has gotten around about the longevity crisis – people are living longer and it’s a two-edged sword. While more time in the...

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As Long-Term Health Insurance Costs Rise, Advisers Respond
Educational/Tactical

As Long-Term Health Insurance Costs Rise, Advisers Respond

Oct 07, 2019 in Educational/Tactical 0 Comments

We begin with the story of a 66-year-old customer with a problem that’s quite common today: the cost of her long-term healthcare...

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High-Cost Long-Term Care Insurance: Alternatives
Educational/Tactical

High-Cost Long-Term Care Insurance: Alternatives

Oct 04, 2019 in Educational/Tactical 0 Comments

Not everyone can buy long-term care insurance. For some, the price becomes cost-prohibitive if they wait too long to make a...

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Long-Term Care Insurance for Peace of Mind – and a Tax Break
Educational/Tactical Lifestyle

Long-Term Care Insurance for Peace of Mind – and a Tax Break

Sep 23, 2019 in Educational/Tactical, Lifestyle 0 Comments

People who plan to live a long and happy life – a globe-spanning majority, we wager – must consider that at some point, they’re...

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Save 26% on Your Long-Term Care Premiums
Educational/Tactical Informational

Save 26% on Your Long-Term Care Premiums

Aug 28, 2019 in Educational/Tactical, Informational 0 Comments

Awareness of the need to plan for the eventual need for care as our physical or mental health declines is higher than ever...

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Recent Posts
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 20220 Comments
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 20220 Comments
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 20220 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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  • 2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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Recent Posts
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 2022
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 2022

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