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
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
2 days ago0 Comments
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
3 days ago0 Comments
Learning to Love: The Rising Desire for Life Insurance
Learning to Love: The Rising Desire for Life Insurance
9 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
Rich Women are Increasingly Calling the Shots
Informational Lifestyle Social Science

Rich Women are Increasingly Calling the Shots

Apr 25, 2019 in Informational, Lifestyle, Social Science 0 Comments

In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...

Read more
Women Can Fight the Social Security Gender Gap
Educational/Tactical Informational Social Science

Women Can Fight the Social Security Gender Gap

Jul 05, 2018 in Educational/Tactical, Informational, Social Science 0 Comments

Why is there a gender gap in the Social Security benefits received by married women? Research by the National Bureau of Economic...

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Long-Term Care Risk May be Greater for Women Than Men
Informational Resources Social Science

Long-Term Care Risk May be Greater for Women Than Men

Jun 22, 2018 in Informational, Resources, Social Science 0 Comments

An unexpected health-related event requiring long-term care is a risk that could impact you and your family financially and...

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What Daughters Learn When Mom Heads the Family Business
Informational Social Science

What Daughters Learn When Mom Heads the Family Business

Jun 06, 2018 in Informational, Social Science 0 Comments

Women who run their family businesses have much to teach the daughters who follow in their footsteps. They exemplify leadership...

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How Advisors Can Help High Earning Women
Practice Management

How Advisors Can Help High Earning Women

May 22, 2018 in Practice Management 0 Comments

Since when is making more money a problem? Surprisingly, for some women it can be a source of stress. When women gain high earner...

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More Women are Running for State Legislature Seats
Informational Social Science

More Women are Running for State Legislature Seats

May 22, 2018 in Informational, Social Science 0 Comments

While the combination of Donald Trump in the White House and the #MeToo movement may have heads spinning, there has been one...

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Why There Should Be More Female Fund Managers
Informational Social Science

Why There Should Be More Female Fund Managers

Apr 26, 2018 in Informational, Social Science 0 Comments

In 2015, fund ranking organization Morningstar began studying the relationship between gender and fund management results. While...

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It’s Time for Women to Take Charge of their Financial Futures
Informational Social Science

It’s Time for Women to Take Charge of their Financial Futures

Apr 16, 2018 in Informational, Social Science 0 Comments

Last year saw women stand up en masse and declare they were no longer going to sit quietly and play nice in the face of abuse. This...

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The Financial Impact of Caregiving
Informational Social Science

The Financial Impact of Caregiving

Feb 28, 2018 in Informational, Social Science 0 Comments

Children, elderly parents, a sick spouse – almost everyone faces the issue of loved ones who need care at some point. Times might...

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Why Wealth Management is Failing Women
Informational

Why Wealth Management is Failing Women

Feb 22, 2018 in Informational 0 Comments

The wealth management industry has been operating on certain assumptions about the typical client for many years: that “typical...

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Help Clients Prepare to Be Suddenly Single
Educational/Tactical

Help Clients Prepare to Be Suddenly Single

Sep 13, 2017 in Educational/Tactical 0 Comments

Death and divorce are some of the greatest financial challenges that female clients can face, but few married clients have a plan...

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Advisors Need to Step Up the Game to Win Female Clients
Practice Management

Advisors Need to Step Up the Game to Win Female Clients

Sep 06, 2017 in Practice Management 0 Comments

A recent study by the Center for Talent Innovation found that women are dissatisfied with the advisory industry. At the same time...

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Women Face Challenges on the Road to Retirement
Informational

Women Face Challenges on the Road to Retirement

Aug 21, 2017 in Informational 0 Comments

Women face any number of hurdles when looking ahead to retirement. For example, they live longer and they are more likely to...

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The Financial Services Doesn’t Get Women
Social Science

The Financial Services Doesn’t Get Women

Oct 10, 2016 in Social Science 0 Comments

According to research from United Capital, a financial management firm with $15 billion in assets under management and headquarters...

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February 9, 2021
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Recent Posts
Misconceptions of Estate Planning – and Some Efficient Solutions
Misconceptions of Estate Planning – and Some Efficient Solutions
2 days ago0 Comments
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
3 days ago0 Comments
Learning to Love: The Rising Desire for Life Insurance
Learning to Love: The Rising Desire for Life Insurance
9 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
Misconceptions of Estate Planning – and Some Efficient Solutions
2 days ago
Equally Loved, Unequally Abled: How to Divide Inheritance Among Your Children
3 days ago
Learning to Love: The Rising Desire for Life Insurance
9 days ago

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