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
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago0 Comments
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago0 Comments
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Shifting Sands: Coronavirus, Regulatory Changes and the Insurance Business
Educational/Tactical

Shifting Sands: Coronavirus, Regulatory Changes and the Insurance Business

Jun 08, 2020 in Educational/Tactical 0 Comments

A financial planner of our acquaintance, suffering a bit from e-cabin fever induced by the long New York lockdown, was lamenting...

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Hedge Now: Tax Hikes Likely in Coronavirus’s Wake
Educational/Tactical

Hedge Now: Tax Hikes Likely in Coronavirus’s Wake

Jun 03, 2020 in Educational/Tactical 0 Comments

How much has the coronavirus outbreak cost the US federal government? Hard answers are in short supply – ideology and politics...

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Create a Safe Destination for Company Cash Reserves
Educational/Tactical

Create a Safe Destination for Company Cash Reserves

May 26, 2020 in Educational/Tactical 0 Comments

The COVID 19 pandemic has served up a number of lessons for us all, with some of these lessons coming at great cost. This is a...

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Low Interest Rates Lead to a Surge in Estate Planning: Leverage a GRAT to Transfer Assets to Heirs on a Tax-Advantaged Basis
Educational/Tactical

Low Interest Rates Lead to a Surge in Estate Planning: Leverage a GRAT to Transfer Assets to Heirs on a Tax-Advantaged Basis

May 18, 2020 in Educational/Tactical 0 Comments

It’s said that every dark cloud has a silver lining, and even the COVID-19 pandemic has managed to engender one benefit. Namely...

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Advisory Expertise: Aiding Clients Worried About Unemployment
Educational/Tactical Social Science

Advisory Expertise: Aiding Clients Worried About Unemployment

May 15, 2020 in Educational/Tactical, Social Science 0 Comments

In the US, the coronavirus crisis has deeply undercut a formerly burgeoning economy. Millions of Americans have filed unemployment...

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Scrapping the Old Plans: Insurers Grapple with the Corona Crisis
Educational/Tactical Informational

Scrapping the Old Plans: Insurers Grapple with the Corona Crisis

May 13, 2020 in Educational/Tactical, Informational 0 Comments

Military leaders follow an old aphorism, trenchant and transferable to most walks of life. It runs like this: no plan survives...

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Coronavirus Pandemic Accelerates Evolution in the Insurance Industry
Educational/Tactical Practice Management

Coronavirus Pandemic Accelerates Evolution in the Insurance Industry

May 11, 2020 in Educational/Tactical, Practice Management 0 Comments

Once upon a time, buying a life insurance policy involved a lengthy and complicated underwriting process. At worst, it could take...

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Seeing Your Way to Boosting Video Engagement Among Your Audience
Practice Management

Seeing Your Way to Boosting Video Engagement Among Your Audience

May 08, 2020 in Practice Management 0 Comments

As most of us shelter at home, laboring to keep the family out of the frame for business-related Zoom calls and waiting to return...

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Rising Demand for Wills and Planning in the Coronavirus Epoch:
Educational/Tactical

Rising Demand for Wills and Planning in the Coronavirus Epoch:

May 06, 2020 in Educational/Tactical 0 Comments

An old colleague rang up from overseas for a catch-up call last week. He’s changed since the old days, has become better balanced...

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A Crisis of Decision: What to Do When the Old Rules Don’t Apply
Practice Management

A Crisis of Decision: What to Do When the Old Rules Don’t Apply

May 01, 2020 in Practice Management 0 Comments

There’s a bit of wisdom positing that generals tend to prepare for the last war. People in all endeavors are vulnerable here: while...

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The Home Videoconferencing Setup For Financial Advisors
Practice Management

The Home Videoconferencing Setup For Financial Advisors

Apr 29, 2020 in Practice Management 0 Comments

The ongoing coronavirus pandemic has brought on strict social-distancing measures around the world. Forced to work from their home...

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Corona Crisis: Estate Planners Adjust to Working from Home
Lifestyle Practice Management

Corona Crisis: Estate Planners Adjust to Working from Home

Apr 28, 2020 in Lifestyle, Practice Management 0 Comments

Estate planners are among the luckiest of professionals forced to work in physical isolation by the global coronavirus outbreak...

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Work-From-Home Pro Tips From a Longtime Remote Worker
Lifestyle Practice Management

Work-From-Home Pro Tips From a Longtime Remote Worker

Apr 21, 2020 in Lifestyle, Practice Management 0 Comments

Before COVID-19 sent us all into lockdown, working remotely was already gaining significant currency among the modern workforce. In...

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Don’t Be Scared, Be Prepared: Short-Term Succession Planning Issues in the Coronavirus Era
Educational/Tactical

Don’t Be Scared, Be Prepared: Short-Term Succession Planning Issues in the Coronavirus Era

Apr 20, 2020 in Educational/Tactical 0 Comments

In light of recent events, our team held an emergency e-conference to review our short-term succession plans. So far, we’ve escaped...

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A Guide to Thriving as an Advisor in the Time of COVID-19
Educational/Tactical Practice Management

A Guide to Thriving as an Advisor in the Time of COVID-19

Apr 15, 2020 in Educational/Tactical, Practice Management 0 Comments

At the moment, the entire planet faces high volatility in the financial markets, not to mention other challenges. In a world such...

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eResources to Navigate Life Insurance Logistics during Lockdown
Educational/Tactical Practice Management

eResources to Navigate Life Insurance Logistics during Lockdown

Apr 13, 2020 in Educational/Tactical, Practice Management 0 Comments

There’s certainly nothing like a pandemic to bring one’s mortality into sharp focus. With each day bringing grim news of more...

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CALENDAR OF EVENTS

March 11, 2021
  • A Cavalier Strategy Event: The Solution for Efficient Ways to Transfer Wealth
    Starts: March 11, 2021 - 11:00 am
    Ends: March 11, 2021 - 12:00 pm


    Register now by clicking HERE!

    2021 offers competing challenges for your wealthier clients: a possible new tax regime, higher taxes, continuation of a pandemic, and equity and asset valuations at all-time highs…..but there is a solution to any planning chasm that may arise on the journey to battle against these obstacles to prosperity. That solution is found in efficient ways to transfer wealth.

    John Reed who helps lead the team at Balanced Strategies, will be presenting on the harsh possible realities of a possible new tax regime, higher taxes, continuation of a pandemic and equity and asset valuations at all-time highs. John will be focusing on solutions provided by the low-interest rate environment to help your wealthier clients mitigate and be resolute in efficiently transferring wealth from one generation to another. John will be highlighting a specific success that he and his team had using a stylized approach to premium financing, which helped to solve problems both known and unknown to the client and their advisor.

Links
  • America’s Top Planner™
  • Cavalier Associates
Recent Posts
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago0 Comments
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago0 Comments
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 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
Wholly Appealing: The Planning Benefits of Whole Life Insurance for HNW Clients
4 days ago
Surprises at Every Crossing: Permanent Life Insurance and the Allure of Its Cash Component
6 days ago
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
11 days ago

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