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
IRS Ruling Underlines Importance of Naming the Right Beneficiary
IRS Ruling Underlines Importance of Naming the Right Beneficiary
22 hours ago0 Comments
Smart Strategies for Tapping Cash Value Life Policies
Smart Strategies for Tapping Cash Value Life Policies
1 day ago0 Comments
The Future Is Now: Wealth Management in 2019
The Future Is Now: Wealth Management in 2019
1 day ago0 Comments
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  • About Us
    • Our Company
    • Marketing Consultants
    • 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
    • Advisor Onboarding
    • Contracting
    • Electronic Applications
      • iGO E-Application
      • John Hancock eTicket
      • Lincoln Financial eTicket
    • Forms
    • Insurance Carrier Partners
    • Quotes
    • Underwriting
  • Blog
  • Events
    • Event Calendar
    • Event Library
  • Resources
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
IRS Ruling Underlines Importance of Naming the Right Beneficiary
Informational Lifestyle

IRS Ruling Underlines Importance of Naming the Right Beneficiary

Feb 21, 2019 in Informational, Lifestyle 0 Comments

In January this year, the IRS issued a Private Letter Ruling on the case of a man who passed away, leaving his IRA to his wife...

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Smart Strategies for Tapping Cash Value Life Policies
Educational/Tactical Practice Management

Smart Strategies for Tapping Cash Value Life Policies

Feb 20, 2019 in Educational/Tactical, Practice Management 0 Comments

Whole, variable and universal life are all examples of cash value life insurance policies. When the customer pays the premium...

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The Future Is Now: Wealth Management in 2019
Informational Practice Management

The Future Is Now: Wealth Management in 2019

Feb 20, 2019 in Informational, Practice Management 0 Comments

Financial solutions company Aite Group recently published its predictions for the financial service industry’s development in 2019...

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The War of Art: How Family Squabbles Can Ruin Great Collections
Lifestyle Social Science

The War of Art: How Family Squabbles Can Ruin Great Collections

Feb 20, 2019 in Lifestyle, Social Science 0 Comments

It sounds like a conflict out of a Medieval Italian city state. Belinda Neumann-Donnelly and her father Hubert are at war over a...

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Effective Strategies for Charitable Giving in the Wake of Tax Reform
Practice Management

Effective Strategies for Charitable Giving in the Wake of Tax Reform

Feb 15, 2019 in Practice Management 0 Comments

Our featured article presents some tax-optimization strategies for charitable giving from Professor Chris Hoyt of the University of...

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What is a Reasonable Return? How to Set the Bar
Educational/Tactical Informational

What is a Reasonable Return? How to Set the Bar

Feb 15, 2019 in Educational/Tactical, Informational 0 Comments

It’s curious: we spend so many years in school, learn a lot, and yet essential life skills escape comment or instruction. How do...

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Smoothing Out the Bumps in Retirement Income
Informational Lifestyle Social Science

Smoothing Out the Bumps in Retirement Income

Feb 15, 2019 in Informational, Lifestyle, Social Science 0 Comments

Our featured author, Matthew R. Teel, senior VP at Barnum Financial Group, says the market volatility of late last year drove many...

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A Financial Primer for 40-Year-Olds
Lifestyle

A Financial Primer for 40-Year-Olds

Feb 14, 2019 in Lifestyle 0 Comments

To the good life: if you’ve reach your 40s, welcome to your prime. If you conform to the mean, it’s likely that you’ve established...

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Examining Annuities: The Good, the Bad and the Ugly
Educational/Tactical Practice Management

Examining Annuities: The Good, the Bad and the Ugly

Feb 14, 2019 in Educational/Tactical, Practice Management 0 Comments

If you ever meet our featured author (David Stone, founder and CEO of RetireOne, an independent insurance company), we implore you...

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Read the Instructions Carefully: Merging Multiple IRAs and 401(k) Plans
Educational/Tactical Practice Management

Read the Instructions Carefully: Merging Multiple IRAs and 401(k) Plans

Feb 13, 2019 in Educational/Tactical, Practice Management 0 Comments

In the old days, people often spent their entire career at a single company. In contemporary times, changing jobs with some...

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Work Less, Do More: Achieving the Five-Hour Day
Lifestyle Social Science

Work Less, Do More: Achieving the Five-Hour Day

Feb 13, 2019 in Lifestyle, Social Science 0 Comments

The author of our linked article, Matt Oechsli, is the writer behind How to Build a 21st Century Financial Practice: Attracting...

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Go Independent: Advice for Advisors on Hanging Up Your Own Shingle
Practice Management Social Science

Go Independent: Advice for Advisors on Hanging Up Your Own Shingle

Feb 12, 2019 in Practice Management, Social Science 0 Comments

It’s a question on the minds of many advisors these days: is it time to go indie? There’s no single answer, but each of us can...

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Ten Pernicious Nuggets of Wealth Management Misinformation
Practice Management

Ten Pernicious Nuggets of Wealth Management Misinformation

Feb 12, 2019 in Practice Management 0 Comments

The wealth management industry plays host to a goodly number of myths, half-truths and outdated old chestnuts, which our featured...

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Breaking Up is Harder to Do: Tax Reform and Divorce
Lifestyle

Breaking Up is Harder to Do: Tax Reform and Divorce

Feb 08, 2019 in Lifestyle 0 Comments

Carlyn McCaffrey is an estate and tax attorney out of New York and author of the book, “Structuring the tax consequences of...

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Explaining the Mystery of MAGI to Clients
Informational Social Science

Explaining the Mystery of MAGI to Clients

Feb 08, 2019 in Informational, Social Science 0 Comments

There’s a vital bit of information your working-age clients need to understand, whether they want to or not. We’ll warn you up...

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Life and Annuity Agents: Get Networking Strong in 2019
Informational

Life and Annuity Agents: Get Networking Strong in 2019

Feb 07, 2019 in Informational 0 Comments

Networking: it’s a dirty job but if done right, it pays off. Let’s get going with some fresh strategies for 2019. To start the year...

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Recent Posts
IRS Ruling Underlines Importance of Naming the Right Beneficiary
IRS Ruling Underlines Importance of Naming the Right Beneficiary
22 hours ago0 Comments
Smart Strategies for Tapping Cash Value Life Policies
Smart Strategies for Tapping Cash Value Life Policies
1 day ago0 Comments
The Future Is Now: Wealth Management in 2019
The Future Is Now: Wealth Management in 2019
1 day 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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IRS Ruling Underlines Importance of Naming the Right Beneficiary
22 hours ago
Smart Strategies for Tapping Cash Value Life Policies
1 day ago
The Future Is Now: Wealth Management in 2019
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