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
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
2 days ago0 Comments
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
3 days ago0 Comments
You’re Coverable: Life Insurance for Cancer Survivors
You’re Coverable: Life Insurance for Cancer Survivors
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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
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 in Educational/Tactical, Informational 0 Comments

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

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Burden Not Thine Heirs: Life Insurance Strategies to Mitigate Inherited IRA Tax Issues
Educational/Tactical Informational

Burden Not Thine Heirs: Life Insurance Strategies to Mitigate Inherited IRA Tax Issues

Oct 12, 2020 in Educational/Tactical, Informational 0 Comments

Insurance people know a thing or two. For one thing, our client dealings reveal that people want to be remembered fondly, even when...

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I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans
Educational/Tactical Social Science

I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans

Apr 27, 2020 in Educational/Tactical, Social Science 0 Comments

In the days before coronavirus, the crisis on financial planners’ lips was the long-term healthcare variety. Our concern was how...

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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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The Coronavirus Crisis: Tax-Tech Tools that Protect Clients from Market Volatility
Educational/Tactical

The Coronavirus Crisis: Tax-Tech Tools that Protect Clients from Market Volatility

Apr 09, 2020 in Educational/Tactical 0 Comments

The markets are taking financial advisories and their clients for a rollercoaster ride today – days of historic losses are followed...

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Enervate or Reanimate: The Coronavirus Crisis Challenges the Traditional Office
Practice Management

Enervate or Reanimate: The Coronavirus Crisis Challenges the Traditional Office

Apr 08, 2020 in Practice Management 0 Comments

The quarantines associated with the coronavirus pandemic – strictly enforced travel bans, limitations on time in public, even...

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Twelve Life Insurance Companies Weigh In On Coverage During the Coronavirus Crisis
Educational/Tactical

Twelve Life Insurance Companies Weigh In On Coverage During the Coronavirus Crisis

Apr 07, 2020 in Educational/Tactical 0 Comments

What if a client living in an area hit hard by the coronavirus called you up, asking if they could purchase more life insurance—and...

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COVID Crisis Driving Interest in Life Insurance: A Primer for Clients
Educational/Tactical

COVID Crisis Driving Interest in Life Insurance: A Primer for Clients

Apr 06, 2020 in Educational/Tactical 0 Comments

The Coronavirus pandemic has touched nearly everyone’s life. Only those isolationist souls living well off-grid have escaped the...

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SEC’s New Rules on Variable Product Summaries Look Positive for Sellers
Educational/Tactical Informational

SEC’s New Rules on Variable Product Summaries Look Positive for Sellers

Apr 02, 2020 in Educational/Tactical, Informational 0 Comments

In troubled times, we’ll take our happy news where we find it: the Securities and Exchange Commission has issued fresh rules...

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Coronavirus Crisis Boosting Life Business: Are You Prepared?
Educational/Tactical Lifestyle Practice Management

Coronavirus Crisis Boosting Life Business: Are You Prepared?

Mar 30, 2020 in Educational/Tactical, Lifestyle, Practice Management 0 Comments

The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...

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Advice for Advisors in Coping with the Pandemic
Lifestyle Practice Management

Advice for Advisors in Coping with the Pandemic

Mar 27, 2020 in Lifestyle, Practice Management 0 Comments

The economic cost of the coronavirus crisis cannot yet be calculated, but the first effects are readily apparent to everyone...

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It’s a Mad, Mad Pandemic World: Advising Clients in a Climate of Fear
Practice Management

It’s a Mad, Mad Pandemic World: Advising Clients in a Climate of Fear

Mar 26, 2020 in Practice Management 0 Comments

The COVID-19 pandemic is a global crisis of epic proportions; not even World War II had such a deep impact on so many people. There...

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Mission Impossible2: Managing Market Volatility in Unpredictable Times
Educational/Tactical Practice Management

Mission Impossible2: Managing Market Volatility in Unpredictable Times

Mar 25, 2020 in Educational/Tactical, Practice Management 0 Comments

My father was always thinking – so he never tired of telling me, implying I should get on the ball. If we went to the Boston Garden...

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Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance
Educational/Tactical Informational

Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance

Mar 25, 2020 in Educational/Tactical, Informational 0 Comments

We’ve observed a curious phenomenon: many of our clients, who are otherwise intelligent, educated and experienced in life, seem...

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Preparing Your Firm for the Bad Times
Practice Management

Preparing Your Firm for the Bad Times

Mar 19, 2020 in Practice Management 0 Comments

Things have been going pretty well for our industry over the last few years. Markets are up solidly, barely disturbed by the...

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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
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
2 days ago0 Comments
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
3 days ago0 Comments
You’re Coverable: Life Insurance for Cancer Survivors
You’re Coverable: Life Insurance for Cancer Survivors
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
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
2 days ago
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
3 days ago
You’re Coverable: Life Insurance for Cancer Survivors
9 days ago

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