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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    • 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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      • iPipeline
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
The Time Bomb’s Last Seconds – Eleventh-Hour Responses to Biden’s Tax Boost
Educational/Tactical Informational

The Time Bomb’s Last Seconds – Eleventh-Hour Responses to Biden’s Tax Boost

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

As I write this on Wednesday, September 8 – just past midnight, that’s how writers roll – the best estimate I can get on when...

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Dear Prudence – Are Well-Funded Retirees Not Spending Enough?
Educational/Tactical Informational

Dear Prudence – Are Well-Funded Retirees Not Spending Enough?

Sep 08, 2021 in Educational/Tactical, Informational 0 Comments

Down the halls of retirement planning offices, the air has been ringing with warnings: the longevity crisis is here. You may live...

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High Anxiety: A $3.5 Trillion Budget – and Higher Taxes for the Wealthy – Draw Near
Educational/Tactical Informational

High Anxiety: A $3.5 Trillion Budget – and Higher Taxes for the Wealthy – Draw Near

Sep 06, 2021 in Educational/Tactical, Informational 0 Comments

It’s just about to happen – any day now. Congress will pass its FY2022 budget, followed by some form of infrastructure bill...

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Preparing for the e-Afterlife – Estate Planning Tips for Digital Assets
Educational/Tactical Informational

Preparing for the e-Afterlife – Estate Planning Tips for Digital Assets

Aug 30, 2021 in Educational/Tactical, Informational 0 Comments

How would you like to awake one day, and find out that you’re a meme? You might need to look up that term, still something of a...

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Near Total Disclosure – 401(k) Providers Set to Deliver ‘Nest Egg’ Illustrations to Participants
Educational/Tactical Informational

Near Total Disclosure – 401(k) Providers Set to Deliver ‘Nest Egg’ Illustrations to Participants

Aug 30, 2021 in Educational/Tactical, Informational 0 Comments

I spend a lot of my time reading about retirement planning. Just not before bedtime. This morning, at 2:30 am, my phone made that...

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Against the 0.5% – Tax Law Proposals That Could Upend Estate Planning
Educational/Tactical Informational

Against the 0.5% – Tax Law Proposals That Could Upend Estate Planning

Aug 16, 2021 in Educational/Tactical, Informational 0 Comments

I am not now, nor have I ever been a socialist, let alone a communist; I normally declare this as patently self-evident. Yet now...

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The Unfairness Doctrine – Would Killing the Step-Up Wreck the Economy?
Educational/Tactical Informational

The Unfairness Doctrine – Would Killing the Step-Up Wreck the Economy?

Aug 09, 2021 in Educational/Tactical, Informational 0 Comments

Prolonged years of study have led me to the conclusion: taxation isn’t fair. If my mother were here to read these slim words, I...

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Rebalancing Act – Could SECURE 2.0 Get Citizens’ Retirement Plans Back on Track?
Educational/Tactical Informational

Rebalancing Act – Could SECURE 2.0 Get Citizens’ Retirement Plans Back on Track?

Aug 09, 2021 in Educational/Tactical, Informational 0 Comments

I admit to being grumpy, habitually expecting the worse. Once bitten, twice shy, and in my case, life’s covered me in toothmarks...

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Estate Planning and Cybercurrency – Taking Proper Care of Invisible Assets
Educational/Tactical Informational

Estate Planning and Cybercurrency – Taking Proper Care of Invisible Assets

Aug 02, 2021 in Educational/Tactical, Informational 0 Comments

Stop the presses: I nearly had a good idea. In researching this article, I discovered how expensive it is to buy a piece of the...

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All Too Real: The Pandemic’s Curious Impact on Society – and Life Insurance
Educational/Tactical Informational

All Too Real: The Pandemic’s Curious Impact on Society – and Life Insurance

Aug 02, 2021 in Educational/Tactical, Informational 0 Comments

If you could speak to my friends in the States, you’d think the coronavirus pandemic was history. Far from it. A pal of mine in...

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Look at That Sky, Life’s Begun – Talking to Parents About Their ‘Golden Years’ of Retirement
Educational/Tactical Informational

Look at That Sky, Life’s Begun – Talking to Parents About Their ‘Golden Years’ of Retirement

Jul 26, 2021 in Educational/Tactical, Informational 0 Comments

I’m a ‘70’s guy. So when I hear ‘golden years’, my mind strays momentarily from retirement planning to David Bowie. The album that...

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Judge Not and All That – Justifying a Higher Estate Tax
Educational/Tactical Informational

Judge Not and All That – Justifying a Higher Estate Tax

Jul 26, 2021 in Educational/Tactical, Informational 0 Comments

Is paying taxes a moral issue? I’m not so sure, but then I’m commonly the odd man out. The Biden administration has proposed a raft...

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SECURE Act 2.0 – Are There Angels in the Details?
Educational/Tactical Informational

SECURE Act 2.0 – Are There Angels in the Details?

Jul 19, 2021 in Educational/Tactical, Informational 0 Comments

Once in a great while – we’re talking about the government now – things work out fine. Legislation colloquially known as SECURE Act...

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Fatal Inflation – If Inheritance Taxes Rise, Life Insurance Can Soften the Blow on Heirs
Educational/Tactical Informational

Fatal Inflation – If Inheritance Taxes Rise, Life Insurance Can Soften the Blow on Heirs

Jul 19, 2021 in Educational/Tactical, Informational 0 Comments

Our word for today is a delightful curiosity: the ancient Greek ‘oikos’. It kicks up a dickens of trouble for translators, variably...

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The Domestic Expatriates – The Tax Implications of Working in One State While Residing in Another
Educational/Tactical Informational

The Domestic Expatriates – The Tax Implications of Working in One State While Residing in Another

Jul 12, 2021 in Educational/Tactical, Informational 0 Comments

I bolted awake the other night, a sharp thought slicing my cloudy mind like a hot whip: where the heck am I? Expatriates of all...

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Bullish in a China Shop? – Private Equity Firms Buying Up Insurance Companies
Educational/Tactical Informational

Bullish in a China Shop? – Private Equity Firms Buying Up Insurance Companies

Jul 12, 2021 in Educational/Tactical, Informational 0 Comments

Working our stimulating jobs day by day, surrounded by amenable teammates, we feel contented and secure; all is well and in order...

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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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