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
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
2 days ago0 Comments
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
3 days ago0 Comments
You’re Coverable: Life Insurance for Cancer Survivors
You’re Coverable: Life Insurance for Cancer Survivors
9 days ago0 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
    • Tools Overview
    • e-Resources
    • Advisor Onboarding
    • Annuity Rate Watch
    • Contracting
    • Electronic Applications
      • iGO E-Application
      • John Hancock ExpressTrack®
      • Lincoln Financial eTicket
    • Electronic Health Records
      • Instructions for Clients
    • Forms
    • Insurance Carrier Partners
    • Quotes
    • Underwriting
  • Blog
  • Events
    • Event Calendar
    • Event Library
  • Resources
    • e-Resources
    • Education Center
    • Podcasts
  • Contact
    • Career Opportunities
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Lessons, Sinking In: Long-Term Healthcare in a Post-Pandemic World
Educational/Tactical

Lessons, Sinking In: Long-Term Healthcare in a Post-Pandemic World

Sep 07, 2020 in Educational/Tactical 0 Comments

If you think the independent woman is a modern creation, sprung somehow from the pages of women’s magazines in the 1970s –...

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Insurance Options for Funding Long-Term Healthcare
Educational/Tactical

Insurance Options for Funding Long-Term Healthcare

Jun 29, 2020 in Educational/Tactical 0 Comments

We’ve written a good deal about the problem of funding long-term healthcare costs. People are living ever longer, with the average...

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The Talk No One Wants to Have: Planning for Long-Term Care
Educational/Tactical Social Science

The Talk No One Wants to Have: Planning for Long-Term Care

Feb 24, 2020 in Educational/Tactical, Social Science 0 Comments

No one wants to think about old age, incapacitation, and the long, slow slide toward the grave. God forbid it should happen to you...

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Senate Proposal Could Make It Easier to Fund LTC Insurance
Informational

Senate Proposal Could Make It Easier to Fund LTC Insurance

Dec 10, 2019 in Informational 0 Comments

If Congress manages to pass a new bill, currently being worked up in the Senate, tax-and penalty-free withdrawals would be allowed...

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Asking Clients the Hard Questions About LT Care: A Checklist for Your Discussions
Lifestyle Practice Management

Asking Clients the Hard Questions About LT Care: A Checklist for Your Discussions

Dec 09, 2019 in Lifestyle, Practice Management 0 Comments

The urgency of providing for long-term healthcare costs is well established, yet many advisers are having a tough time in broaching...

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Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not
Educational/Tactical

Helping HNW Clients Decide to Self-Insure Against LT Care Costs – or Not

Nov 22, 2019 in Educational/Tactical 0 Comments

It’s a bit of boilerplate in the profession: high-net-worth clients should provide for long-term healthcare expenses via...

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Ferreting Out Resources to Fund LT Care for Parents
Educational/Tactical Informational

Ferreting Out Resources to Fund LT Care for Parents

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

You may have clients in a seemingly swimming situations: not so young anymore, but standing in a good light – a nice career...

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Build Bridges with Clients by Discussing LT Care
Educational/Tactical Lifestyle

Build Bridges with Clients by Discussing LT Care

Nov 12, 2019 in Educational/Tactical, Lifestyle 0 Comments

In case you missed it, November is National Long-Term Care Awareness Month. It’s estimated that nearly 80% of Americans will need...

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High-Cost Long-Term Care Insurance: Alternatives
Educational/Tactical

High-Cost Long-Term Care Insurance: Alternatives

Oct 04, 2019 in Educational/Tactical 0 Comments

Not everyone can buy long-term care insurance. For some, the price becomes cost-prohibitive if they wait too long to make a...

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Long-Term Care Insurance for Peace of Mind – and a Tax Break
Educational/Tactical Lifestyle

Long-Term Care Insurance for Peace of Mind – and a Tax Break

Sep 23, 2019 in Educational/Tactical, Lifestyle 0 Comments

People who plan to live a long and happy life – a globe-spanning majority, we wager – must consider that at some point, they’re...

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Underwriting in Insurance Planning Deserves A Stronger Focus
Educational/Tactical

Underwriting in Insurance Planning Deserves A Stronger Focus

Jul 29, 2019 in Educational/Tactical 0 Comments

It’s interesting to see where people put effort and concern and where they don’t.  Take life insurance and underwriting. Where’s...

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Reverse Mortgages Becoming a Solution for Providing Long-Term Healthcare
Educational/Tactical

Reverse Mortgages Becoming a Solution for Providing Long-Term Healthcare

Jul 22, 2019 in Educational/Tactical 0 Comments

Why do borrowers choose to take a reverse mortgage? Some want an income boost, others to engage in repairs or upgrade to their...

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Helping Clients Prepare to Fund Their Parents’ LT Care
Informational Lifestyle Social Science

Helping Clients Prepare to Fund Their Parents’ LT Care

May 31, 2019 in Informational, Lifestyle, Social Science 0 Comments

Talking to clients about solutions for funding long-term healthcare is rarely an easy matter: the subject itself is emotionally...

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States Approving Steep Hikes in LT Care Premiums
Educational/Tactical Informational

States Approving Steep Hikes in LT Care Premiums

May 21, 2019 in Educational/Tactical, Informational 0 Comments

There’s little debate over the issue: in the past, insurance companies sold too many long-term healthcare policies based on...

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Common Misconceptions about Long-Term Care Insurance
Informational

Common Misconceptions about Long-Term Care Insurance

Dec 06, 2018 in Informational 0 Comments

The importance of providing for long-term care – a service that most seniors will need during their retirement – is becoming...

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Insurers Facing Major Long Term Care Policy Payouts
Informational

Insurers Facing Major Long Term Care Policy Payouts

Nov 21, 2018 in Informational 0 Comments

US insurance providers will soon need to make substantial payouts to customers who purchased long-term care policies, which provide...

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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.

Links
  • America’s Top Planner™
  • Cavalier Associates
Recent Posts
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
2 days ago0 Comments
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
3 days ago0 Comments
You’re Coverable: Life Insurance for Cancer Survivors
You’re Coverable: Life Insurance for Cancer Survivors
9 days ago0 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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  • (800) 350-2019
  • 2801 Townsgate Rd. Suite 350 Westlake Village, CA 91361
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Recent Posts
Fairness Is Our Business: Assuring Covid Survivors Aren’t Denied Life Insurance
2 days ago
Waiting, Expectantly: Preparing for Eventual Higher Estate Taxes
3 days ago
You’re Coverable: Life Insurance for Cancer Survivors
9 days ago

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