Resources – Cavalier Associates

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

Long-Term Care Risk May be Greater for Women Than Men

Jun 22, 2018 in Informational, Resources, Social Science 0 Comments

An unexpected health-related event requiring long-term care is a risk that could impact you and your family financially and...

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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.

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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.

CONTACT

(800) 350-2019
2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361

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