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
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 20220 Comments
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 20220 Comments
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 20220 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
    • Annuity Rate Watch
    • Contracting
    • Electronic Applications
      • iGO E-Application
    • Electronic Health Records
    • Forms
    • Insurance Carrier Partners
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      • Guaranteed UL
      • iPipeline
      • LTC Quotes
      • Term Quotes
      • VitalSuite
    • Underwriting
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    • Event Calendar
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
A Few Good Reasons Why Financial Advisors Sell Life Insurance
Educational/Tactical Informational

A Few Good Reasons Why Financial Advisors Sell Life Insurance

May 02, 2019 in Educational/Tactical, Informational 0 Comments

It doesn’t always sit right with customer: financial advisors, a class of professionals expected to adhere to the highest standards...

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Retirement Planning: Baby Boomers Want Things Their Way
Educational/Tactical Lifestyle

Retirement Planning: Baby Boomers Want Things Their Way

Apr 17, 2019 in Educational/Tactical, Lifestyle 0 Comments

The Baby Boom generation, which dreamed of eternal youth, is now moving into retirement. Boomers comprise 78 million Americans and...

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Celebrity Estate Hell a Classroom for Advisors
Educational/Tactical Informational Lifestyle

Celebrity Estate Hell a Classroom for Advisors

Apr 10, 2019 in Educational/Tactical, Informational, Lifestyle 0 Comments

You’ve all seen it: a celebrity dies and hell breaks loose. If you could ask them, they’d likely be thankful they were out of town...

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Understanding Annuities: Key Facts
Educational/Tactical Informational

Understanding Annuities: Key Facts

Apr 10, 2019 in Educational/Tactical, Informational 0 Comments

Many clients have only the vaguest notion of what annuities are and how they work. For some clients, these instruments can be a...

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Determining If Transfer-on-Death Makes Sense for Your Estate Plan
Educational/Tactical Lifestyle

Determining If Transfer-on-Death Makes Sense for Your Estate Plan

Apr 05, 2019 in Educational/Tactical, Lifestyle 0 Comments

Certain kinds of accounts can be passed on to beneficiaries without putting them through the time and bother of probate court. One...

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Using Social, Human and Financial Capital to Build Retirement Income
Educational/Tactical Social Science

Using Social, Human and Financial Capital to Build Retirement Income

Apr 04, 2019 in Educational/Tactical, Social Science 0 Comments

Judy Loy, the CEO of Nestlerode & Loy, Inc., has some sound basic insights to share on retirement planning. It’s quite simple...

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Advice on Using Your IRA to Pay for LT Care – DON’T
Educational/Tactical Informational

Advice on Using Your IRA to Pay for LT Care – DON’T

Apr 03, 2019 in Educational/Tactical, Informational 0 Comments

We’ve reported frequently on the high cost of long-term healthcare and ways to go about funding it. Unfortunately, many people are...

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Singles Need Estate Plans, Too – Five Strategies
Educational/Tactical Informational Lifestyle

Singles Need Estate Plans, Too – Five Strategies

Apr 02, 2019 in Educational/Tactical, Informational, Lifestyle 0 Comments

Single people often delay the process of developing an estate plan – they may have no dependents and are frankly too carefree to...

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Should Inheritances be Equal or Fair?
Educational/Tactical Lifestyle

Should Inheritances be Equal or Fair?

Apr 01, 2019 in Educational/Tactical, Lifestyle 0 Comments

Deciding how to pass on your assets can be perplexing. Should your distribution be equal or fair? Most people tend to default...

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Capitol Hill Casts Its Eyes Toward Charities
Educational/Tactical Informational

Capitol Hill Casts Its Eyes Toward Charities

Mar 29, 2019 in Educational/Tactical, Informational 0 Comments

The linked article provides a rundown of activity on Capitol Hill relating to charities and those who support them – always of...

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Supporting Charity with Your Life Insurance: Two Strategies
Educational/Tactical

Supporting Charity with Your Life Insurance: Two Strategies

Mar 22, 2019 in Educational/Tactical 0 Comments

Clients sometimes find themselves holding a life insurance policy they no longer need and in search of a productive way to employ...

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Is Your Practice Focused on Advisors – Instead of Clients?
Educational/Tactical Practice Management

Is Your Practice Focused on Advisors – Instead of Clients?

Mar 12, 2019 in Educational/Tactical, Practice Management 0 Comments

John Knowlton is the managing director for corporate development at Credent Wealth Management, a multi-million-dollar hybrid RIA...

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Impact Investing: What It’s All About
Educational/Tactical

Impact Investing: What It’s All About

Mar 08, 2019 in Educational/Tactical 0 Comments

The idea isn’t new but its appeal is growing rapidly. Impact investing seeks to do more than increase the value of an investor’s...

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Fleeing to Cash is Not Usually a Good Move
Educational/Tactical

Fleeing to Cash is Not Usually a Good Move

Mar 07, 2019 in Educational/Tactical 0 Comments

Whenever markets decline precipitously, many wonder whether a flight to cash might be prudent. The financial planning community...

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When One Spouse Enters LT Care, What Happens to the Other?
Educational/Tactical Lifestyle

When One Spouse Enters LT Care, What Happens to the Other?

Mar 05, 2019 in Educational/Tactical, Lifestyle 0 Comments

The question of providing long-term care to elderly Americans has become a red-button topic for retirement planners, to say nothing...

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Association Term Insurance – a Smart Move for Young Professionals?
Educational/Tactical Informational

Association Term Insurance – a Smart Move for Young Professionals?

Mar 04, 2019 in Educational/Tactical, Informational 0 Comments

Young people in certain professions, like doctors, lawyers and accountants, are frequently offered term life insurance policies...

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Recent Posts
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 20220 Comments
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 20220 Comments
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 20220 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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  • 2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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Recent Posts
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
January 28, 2022
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
January 28, 2022
Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
January 24, 2022

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