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
Learning to Love: The Rising Desire for Life Insurance
Learning to Love: The Rising Desire for Life Insurance
5 days ago0 Comments
The Contrary Faces of Indexed Universal Life
The Contrary Faces of Indexed Universal Life
6 days ago0 Comments
Catch 2020: Lessons of a Ruthlessly Instructive Year
Catch 2020: Lessons of a Ruthlessly Instructive Year
13 days ago0 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
    • 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
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    • Event Calendar
    • Event Library
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    • e-Resources
    • Education Center
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Underwriting in Insurance Planning Deserves A Stronger Focus
Educational/Tactical

Underwriting in Insurance Planning Deserves A Stronger Focus

Jul 29, 2019 in Educational/Tactical 0 Comments

It’s interesting to see where people put effort and concern and where they don’t.  Take life insurance and underwriting. Where’s...

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Lifting the Veil on Underwriting
Informational

Lifting the Veil on Underwriting

Nov 19, 2018 in Informational 0 Comments

Our featured writer is trying hard to maintain his patience. Regrettably, he says, clients tend to fixate on trivialities and have...

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Can the Alzheimer’s Biomarker Lead to ‘Insurance Discrimination’?
Informational Social Science

Can the Alzheimer’s Biomarker Lead to ‘Insurance Discrimination’?

Nov 13, 2018 in Informational, Social Science 0 Comments

Biomarker tests are used by doctors to identify changes in the body that might not yet be apparent to the patient under scrutiny...

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Taking the Mystery Out of Underwriting
Practice Management

Taking the Mystery Out of Underwriting

Jun 08, 2017 in Practice Management 0 Comments

The life insurance underwriting process is what allows insurance companies to determine the rate class for their customers. It’s...

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Are Medical Tests Preventing You from Selling More Insurance?
Practice Management

Are Medical Tests Preventing You from Selling More Insurance?

May 15, 2017 in Practice Management 0 Comments

It’s pretty safe to say that nobody likes to go to the doctor. And according to the 2017 Insurance Barometer Study conducted...

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Part II Of IV Part Series: Exploring Many Of The “Little Known Or Misunderstood” Medical Underwriting Enhancements
Educational/Tactical

Part II Of IV Part Series: Exploring Many Of The “Little Known Or Misunderstood” Medical Underwriting Enhancements

Jan 18, 2016 in Educational/Tactical 0 Comments

Literally dozens and dozens of medical underwriting developments and enhancements (niches) have hit the market of the past eighteen...

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Overlooked Underwriting Niches For The Fourth Quarter
Educational/Tactical

Overlooked Underwriting Niches For The Fourth Quarter

Oct 13, 2014 in Educational/Tactical 0 Comments

With the fourth quarter underway, now is a great time for you to look at some of the most unique underwriting niches that emerged...

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Recent Posts
Learning to Love: The Rising Desire for Life Insurance
Learning to Love: The Rising Desire for Life Insurance
5 days ago0 Comments
The Contrary Faces of Indexed Universal Life
The Contrary Faces of Indexed Universal Life
6 days ago0 Comments
Catch 2020: Lessons of a Ruthlessly Instructive Year
Catch 2020: Lessons of a Ruthlessly Instructive Year
13 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
Learning to Love: The Rising Desire for Life Insurance
5 days ago
The Contrary Faces of Indexed Universal Life
6 days ago
Catch 2020: Lessons of a Ruthlessly Instructive Year
13 days ago

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