2801 Townsgate Rd. Suite 350, Westlake Village, CA 91361
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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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    • Our Company
    • Underwriting Team
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    • 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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0
Educational/Tactical Informational

The Happy Ending? Congress May Be Getting Ready to Pass Secure 2.0

Jan 28, 2022 in Educational/Tactical, Informational 0 Comments

Did you ever get the feeling you’d said everything there was to say? Like you’ve seen it all and heard it twice over, shown people...

Read more
Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus
Educational/Tactical Informational

Mind the Cliff – Bringing New York’s Fuzzy Estate Tax Rules into Focus

Jan 28, 2022 in Educational/Tactical, Informational 0 Comments

I’ve fallen off plenty of cliffs in my time, and I’m not speaking metaphorically. There was that time back in 1979, climbing the...

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Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022
Educational/Tactical Informational

Rumors of Expiry Greatly Exaggerated – Estate Tax Exemptions Remain High in 2022

Jan 24, 2022 in Educational/Tactical, Informational 0 Comments

Our headline refers to a well-known quote from Samuel Clemens – Mark Twain to his readers – a common occurrence in American...

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Give My Creature Life – Democrats Search for Ways to Resuscitate Biden’s ‘Build Back Better’
Educational/Tactical Informational

Give My Creature Life – Democrats Search for Ways to Resuscitate Biden’s ‘Build Back Better’

Jan 24, 2022 in Educational/Tactical, Informational 0 Comments

A couple of weeks ago, I wrote about the horn-locked struggle between President Joe Biden and his party compadre Senator Joe...

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The Unusual Suspects: Death Rates Skyrocket in Indiana and Insurers Are Worried – and Mystified
Educational/Tactical Informational

The Unusual Suspects: Death Rates Skyrocket in Indiana and Insurers Are Worried – and Mystified

Jan 10, 2022 in Educational/Tactical, Informational 0 Comments

I’ve never cared much for the state of Indiana and right now, someone out there in Flatland is spreading disquieting news around...

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Hey Not-So-Big Spender – Is Senator Manchin Ready to Rumble on Biden’s BBB?
Educational/Tactical Informational

Hey Not-So-Big Spender – Is Senator Manchin Ready to Rumble on Biden’s BBB?

Jan 10, 2022 in Educational/Tactical, Informational 0 Comments

I wouldn’t call Joe Manchin good lookin’ or particularly refined, even for a US senator. He does possess a noirish backroom...

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Join Together – Two House Committees Lay the Foundations for SECURE Act 2.0
Educational/Tactical Informational

Join Together – Two House Committees Lay the Foundations for SECURE Act 2.0

Jan 03, 2022 in Educational/Tactical, Informational 0 Comments

I keep telling everyone who’ll listen: if you want to be heard in America, you need to do more than vote. You need to be a...

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How I Learned to Stop Worrying – Wise Ways to Respond to the Covid-Linked Life Expectancy Decline
Educational/Tactical Informational

How I Learned to Stop Worrying – Wise Ways to Respond to the Covid-Linked Life Expectancy Decline

Jan 03, 2022 in Educational/Tactical, Informational 0 Comments

In the year 2020, the life expectancy of the US population dropped by 1.8 years, measured against 2019. This decline was the worst...

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Steady As She Goes – Despite Historic Payouts, Life Insurance Industry Weathers the Covid Storm
Educational/Tactical Informational

Steady As She Goes – Despite Historic Payouts, Life Insurance Industry Weathers the Covid Storm

Dec 27, 2021 in Educational/Tactical, Informational 0 Comments

Over the past year, the life insurance industry paid out more in death benefits than in any year since the 1918 Spanish influenza...

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Naught Quiet on the Tax Planning Front – Making Last-Minute Moves in a Most Uncertain Environment
Educational/Tactical Informational

Naught Quiet on the Tax Planning Front – Making Last-Minute Moves in a Most Uncertain Environment

Dec 20, 2021 in Educational/Tactical, Informational 0 Comments

The last year or more, I’ve been writing about President Joe Biden and the Democratic Party’s efforts to raise taxes on the...

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It’s a Family Affair – Mastering the Trials of Family Business Succession
Educational/Tactical Informational

It’s a Family Affair – Mastering the Trials of Family Business Succession

Dec 20, 2021 in Educational/Tactical, Informational 0 Comments

Our theme for today is eternal, a concern shared by tradesmen and kings. You expand and enrichen your realm, landed or commercial...

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‘I Was Serenely Independent and Content’ – Do Workers Want to Return to the Post-Pandemic Office?
Educational/Tactical Informational

‘I Was Serenely Independent and Content’ – Do Workers Want to Return to the Post-Pandemic Office?

Dec 13, 2021 in Educational/Tactical, Informational 0 Comments

Managers of my fair acquaintance are rip-roaring to get their staffs back to the nearly virus-free office and start making hay...

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While the Getting Is Good – Insiders Cashing Out Stock Holdings as Tax Hikes Threaten
Educational/Tactical Informational

While the Getting Is Good – Insiders Cashing Out Stock Holdings as Tax Hikes Threaten

Dec 13, 2021 in Educational/Tactical, Informational 0 Comments

On the first of this merry month of December, reports said that some of America’s flashiest – and savviest – CEOs, market insiders...

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Summit in Sight – House Finally Passes the ‘Build Back Better’ Act
Educational/Tactical Informational

Summit in Sight – House Finally Passes the ‘Build Back Better’ Act

Nov 29, 2021 in Educational/Tactical, Informational 0 Comments

If you’re looking for insight into America’s legislative process, consider the wisdom of the Three Rules of Mountaineering. “It’s...

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Farewell to a Friend, Act 2 – House Votes to Eliminate ‘Backdoor’ Roth IRAs
Educational/Tactical Informational

Farewell to a Friend, Act 2 – House Votes to Eliminate ‘Backdoor’ Roth IRAs

Nov 29, 2021 in Educational/Tactical, Informational 0 Comments

I wrote a few weeks ago that Congress was preparing to limit the use of Roth IRA accounts, particularly for wealthier taxpayers. I...

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Washington State Addresses the LT Healthcare Crisis – With Interesting Results
Educational/Tactical Informational

Washington State Addresses the LT Healthcare Crisis – With Interesting Results

Nov 22, 2021 in Educational/Tactical, Informational 0 Comments

There was a time, before last year’s election campaign, when we could discuss issues unpolitical in nature, though only a little...

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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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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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