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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  • 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
    • Annuity Rate Watch
    • Contracting
    • Electronic Applications
      • iGO E-Application
    • Electronic Health Records
    • Forms
    • Insurance Carrier Partners
    • Quotes
      • Guaranteed UL
      • iPipeline
      • LTC Quotes
      • Term Quotes
      • VitalSuite
    • Underwriting
  • Blog
  • Events
    • Event Calendar
    • Event Library
  • Contact
    • Career Opportunities
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Advisors Are Source of Confidence in Face of Recession
Informational Social Science

Advisors Are Source of Confidence in Face of Recession

Oct 28, 2019 in Informational, Social Science 0 Comments

According to a survey released Thursday by the Certified Financial Planner Board of Standards, over half of American adults expect...

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Before Purchasing a Long-Term Care Rider: What to Know
Educational/Tactical Informational

Before Purchasing a Long-Term Care Rider: What to Know

Oct 22, 2019 in Educational/Tactical, Informational 0 Comments

Do you know the difference between a long-term care rider and chronic illness rider? If you’re mulling a life insurance...

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Prospects Not Buying Life Insurance? Here Are Six Reasons Why
Informational Social Science

Prospects Not Buying Life Insurance? Here Are Six Reasons Why

Oct 16, 2019 in Informational, Social Science 0 Comments

The majority of Americans know that they should have life insurance, but don’t have a policy. Life insurance may be something...

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Nine Things About Life Insurance Your Clients Should Know
Educational/Tactical Informational

Nine Things About Life Insurance Your Clients Should Know

Oct 16, 2019 in Educational/Tactical, Informational 0 Comments

Some 37.5 million U.S. households have no life insurance coverage at the moment, and nearly half of all households are...

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Beyond Just Estate Planning: Life Insurance
Educational/Tactical Informational

Beyond Just Estate Planning: Life Insurance

Oct 07, 2019 in Educational/Tactical, Informational 0 Comments

Most people don’t know that life insurance can provide benefits beyond apart from funeral expenses. Beyond estate planning, life...

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Married to a Non-Citizen? Watch Out for the Taxes that Bite
Informational Social Science

Married to a Non-Citizen? Watch Out for the Taxes that Bite

Oct 03, 2019 in Informational, Social Science 0 Comments

We can almost hear you saying it: what kind of taxes don’t bite? In this case, it’s a matter of teeth, their sharpness, number and...

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Want To Overturn Regulation Best Interest? Sue The SEC
Educational/Tactical Informational

Want To Overturn Regulation Best Interest? Sue The SEC

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

Joining seven states and the District of Columbia, the XY Planning Network is suing the SEC, claiming that Regulation Best Interest...

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The Big-4 Tax Issues for Retirees
Informational

The Big-4 Tax Issues for Retirees

Sep 25, 2019 in Informational 0 Comments

Retirement is usually anticipated as a time of greater leisure, lower stress and indeed, hardly a care. After a life of hard labor...

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The 4Q Dash: Tips on Revving Up Your Practice Before Year-End
Educational/Tactical Informational

The 4Q Dash: Tips on Revving Up Your Practice Before Year-End

Sep 20, 2019 in Educational/Tactical, Informational 0 Comments

The podcast, “How Goes the Behavior-Change Revolution?” provides insights to help your firm accomplish one primary goal before year...

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Breaking the Language Barrier in Wealth Management
Informational Social Science

Breaking the Language Barrier in Wealth Management

Sep 19, 2019 in Informational, Social Science 0 Comments

For business people globally, fluency in the English language makes everything easier. We once had a colleague who spoke fluent...

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Smackdown:  529 vs Retirement Account
Educational/Tactical Informational

Smackdown: 529 vs Retirement Account

Sep 19, 2019 in Educational/Tactical, Informational 0 Comments

It’s probably safe to say that absolutely NO ONE has ever voluntarily paid more tax than they have to. So if we only pay what we...

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Regulating Insurance Isn’t States’ Strong Suit
Informational

Regulating Insurance Isn’t States’ Strong Suit

Sep 13, 2019 in Informational 0 Comments

Unlike much of the investment business—supervised at the federal level—insurers are almost entirely overseen by individual states...

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Investing Past the Age of 65: Your Health Savings Account
Informational

Investing Past the Age of 65: Your Health Savings Account

Sep 12, 2019 in Informational 0 Comments

As one ages, the rule of thumb is to shift toward a less-aggressive portfolio that’s more of a match for one’s risk tolerance. As...

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Is Life Insurance Appropriate in a 401(k)?
Educational/Tactical Informational

Is Life Insurance Appropriate in a 401(k)?

Sep 09, 2019 in Educational/Tactical, Informational 0 Comments

Many retirement investors might not immediately think of buying life insurance for a 401(k), it can be a viable option. Buying life...

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Life Insurance Case Study: What to Do When Clients Need Fast Cash
Educational/Tactical Informational

Life Insurance Case Study: What to Do When Clients Need Fast Cash

Sep 06, 2019 in Educational/Tactical, Informational 0 Comments

Today we hear from Lisa Rehburg, president of Rehburg Life Insurance Settlements. She discusses the tragic case of two clients: a...

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Making Friends with LinkedIn Sales Navigator – Three Hot Tips
Informational Social Science

Making Friends with LinkedIn Sales Navigator – Three Hot Tips

Sep 05, 2019 in Informational, Social Science 0 Comments

Our featured authors want you to log in to LinkedIn – if you’ve been away for a while, they think you’ll notice a difference. “It’s...

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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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