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
3 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
10 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
Misconceptions of Estate Planning – and Some Efficient Solutions
Educational/Tactical Informational
Misconceptions of Estate Planning – and Some Efficient Solutions
Jan 19, 2021 0 Comments

We start out with best intentions. Why does it all go haywire? Poor planning; wishful thinking. The tangle of details, brambles and thorns, eating...

Learning to Love: The Rising Desire for Life Insurance
Educational/Tactical Informational
Learning to Love: The Rising Desire for Life Insurance
Jan 12, 2021 0 Comments

It needs to be said, but I’ll soften the indecorous ‘I told you so’ with smoothly digestible Latin: Quod erat demonstrandum. QED: ‘And so it is...

Good Policies Gone Bad: When to Let Go of a Universal Life Plan
Educational/Tactical Informational
Good Policies Gone Bad: When to Let Go of a Universal Life Plan
Dec 28, 2020 0 Comments

David Lee Roth once said that he’d never owned anything better than a dog, a radio or a bicycle. No mention made of Dave’s favored flavor of life...

Give It Away Now: Shrinking Swollen Estates Before It’s Too Late
Educational/Tactical Informational
Give It Away Now: Shrinking Swollen Estates Before It’s Too Late
Dec 28, 2020 0 Comments

“Holiday gift-giving gives me a pain in my big broad – Bertie! Stop that!” So said my supervisor just a moment ago, chastising her cat, this...

Here Comes Tax-y Claus: ‘Tis the Season for Giving – And Protecting Your Estate
Educational/Tactical Informational
Here Comes Tax-y Claus: ‘Tis the Season for Giving – And Protecting Your Estate
Dec 14, 2020 0 Comments

It seems pretty certain, as far as we know, that Joe Biden and Kamala Harris will soon be spending business hours in the White House. What will...

The Long Goodbye: Delaying Retirement, Working Forever, and Life Insurance in a Postmodern World
Educational/Tactical Informational
The Long Goodbye: Delaying Retirement, Working Forever, and Life Insurance in a Postmodern World
Dec 08, 2020 0 Comments

Memo to management: I intend to perish at my desk. Request extra vigilance from cleaning staff. Old dad would have thought I was nuts. After...

Freeze Frame: Tools for Estate Planning, Come What May
Educational/Tactical Informational
Freeze Frame: Tools for Estate Planning, Come What May
Dec 02, 2020 0 Comments

I’m feeling like Odysseus today: strapped to the mast with a big-n-tall belt bought in the stoa of Ithaca, wondering if the siren melodies of...

To Have and Have Not: Proposition 19 and Its Estate Planning Implications
Educational/Tactical Informational
To Have and Have Not: Proposition 19 and Its Estate Planning Implications
Nov 30, 2020 0 Comments

We all know the hopeful if half-witted saying: one door closes and another one opens. In the case of regulatory legislation aimed at tax...

Stealing a March: Estate Planning in the Pre-Biden Window
Educational/Tactical Informational
Stealing a March: Estate Planning in the Pre-Biden Window
Nov 24, 2020 0 Comments

An article I read not long ago claimed the wealthy have been “panicking” for six months, harrying their estate planners ahead of dread changes to...

Climb Every Mountain: The Disciplined Path to Retirement
Educational/Tactical Informational
Climb Every Mountain: The Disciplined Path to Retirement
Nov 11, 2020 0 Comments

Saving for retirement is like climbing a mountain, which most will never attempt. I’ve done it in miniature, a few years back. I won’t claim that...

Time for You to Decide: Brookings Presents a Proposal for Expanding the Estate Tax
Educational/Tactical Informational
Time for You to Decide: Brookings Presents a Proposal for Expanding the Estate Tax
Nov 03, 2020 0 Comments

The other night, I was reading up on the concept of verisimilitude. I try to avoid philosophical inquiries, which make head and stomach both spin...

Backhanded Blessings: Pandemic Helping Families to Plan for Succession
Educational/Tactical Informational
Backhanded Blessings: Pandemic Helping Families to Plan for Succession
Oct 19, 2020 0 Comments

I like a good aphorism – a clever phrase or limerick that teaches me wisdom, nearly eternal, without needing to read all those books. The best of...

Who Knows Where the Road Will Lead Us: Pre-Election Tax Anxiety and Estate Planning
Educational/Tactical Informational
Who Knows Where the Road Will Lead Us: Pre-Election Tax Anxiety and Estate Planning
Oct 14, 2020 0 Comments

Our topic today is estate planning and tax issues in the pre-election environment. One candidate wants to raise ‘em, another hopes to do...

Do Resuscitate: Stretch IRA Strategy Still Works for Some Clients
Educational/Tactical Informational
Do Resuscitate: Stretch IRA Strategy Still Works for Some Clients
Sep 21, 2020 0 Comments

It’s best to keep up with the trend – that’s what the people say. Well, not quite everyone agrees. Sometimes, wise old birds remember when things...

Estate-Planning Strategies to Fill the Void Left by Stretch IRA’s Extinction
Educational/Tactical
Estate-Planning Strategies to Fill the Void Left by Stretch IRA’s Extinction
Sep 16, 2020 0 Comments

Despite the widespread rumors, I am not a dinosaur. My colleague Rebecca, her very name recalling literature’s most troublesome spirit, often has...

An Inferno’s Opportunities: Pandemic Creates Good Environment for Roth IRA Conversions
Educational/Tactical
An Inferno’s Opportunities: Pandemic Creates Good Environment for Roth IRA Conversions
Sep 14, 2020 0 Comments

Hard times bring great opportunities. There, I’ve said it for you – that hoary old chestnut you’re too wise to speak. The principle holds true...

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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
3 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
10 days ago

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