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
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(800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
For HNW Clients, Cash Value Life Insurance Offers Solid Planning Value
Educational/Tactical

For HNW Clients, Cash Value Life Insurance Offers Solid Planning Value

Jun 01, 2020 in Educational/Tactical 0 Comments

Universal and whole life insurance policies seem to be slipping out of favor with estate planners and financial advisors. They rate...

Read more
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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How Much Does It Take to Be Rich? It All Depends on Location
Lifestyle

How Much Does It Take to Be Rich? It All Depends on Location

May 31, 2019 in Lifestyle 0 Comments

The results of Charles Schwab’s Modern Wealth Survey are in – among other things, the survey asked respondents to share their...

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Premium LI Financing – An Attractive Approach for HNW Clients
Educational/Tactical Practice Management

Premium LI Financing – An Attractive Approach for HNW Clients

May 06, 2019 in Educational/Tactical, Practice Management 0 Comments

High-net-worth individuals often employ premium financing as a strategy to fund their life policy premiums. Here’s how it works...

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Rich Women are Increasingly Calling the Shots
Informational Lifestyle Social Science

Rich Women are Increasingly Calling the Shots

Apr 25, 2019 in Informational, Lifestyle, Social Science 0 Comments

In wealth management world wealthy women mean big business and it’s about time these ladies get the attention they merit. After...

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Checklist for Making Sound Financial Planning Decisions
Informational Lifestyle Social Science

Checklist for Making Sound Financial Planning Decisions

Apr 22, 2019 in Informational, Lifestyle, Social Science 0 Comments

When making financial planning decisions, people tend to focus excessively on two factors: fees and performance. A few points on...

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The Super Rich are Having an Identity Crisis
Lifestyle Social Science

The Super Rich are Having an Identity Crisis

Feb 26, 2019 in Lifestyle, Social Science 0 Comments

Once upon a time, you could go to a swell society affair and recognize all of the wealthy and glamorous in attendance. But today...

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Fetch the Smelling Salts: Are Wealthy Clients Facing a Surprise Tax Hit this Year?
Informational Social Science

Fetch the Smelling Salts: Are Wealthy Clients Facing a Surprise Tax Hit this Year?

Feb 07, 2019 in Informational, Social Science 0 Comments

Bless the Government Accountability Office, which does so like to scare us. Right now, the GAO is saying that millions of people...

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A Jump in Whiskey Insurance and What It Says about the Filthy Rich
Lifestyle

A Jump in Whiskey Insurance and What It Says about the Filthy Rich

Dec 28, 2018 in Lifestyle 0 Comments

As rare whisky has gone up in price 140% in the last five years, there has been an almost tenfold increase in interest in whiskey...

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Rich Americans: Money Is Better than Love
Lifestyle

Rich Americans: Money Is Better than Love

Dec 20, 2018 in Lifestyle 0 Comments

It may sound a bit cold, but it’s pretty old-fashioned wisdom. A recent survey of affluent Americans showed than when choosing a...

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How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime
Informational

How the Wealthy Can Benefit from Today’s Gift and Estate Tax Regime

Nov 13, 2018 in Informational 0 Comments

How did Donald Trump get so darned rich? He’s been telling the tale for decades: by dint of intelligent application, hard work and...

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Wealthy Clients Want More Than Returns
Social Science

Wealthy Clients Want More Than Returns

Jul 12, 2018 in Social Science 0 Comments

Over the last couple of years, high-net-worth investors have been enjoying pretty healthy returns. You’d think this would make them...

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Super-Wealthy Buy into Private-Placement Insurance
Educational/Tactical

Super-Wealthy Buy into Private-Placement Insurance

Jun 11, 2018 in Educational/Tactical 0 Comments

Lombard International, whose parent company is Blackstone Group LP, is offering a new form of investment to ultra-rich clients...

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Donor-Advised Fund: Helping the Wealthy Help Others
Educational/Tactical Informational

Donor-Advised Fund: Helping the Wealthy Help Others

Jun 07, 2018 in Educational/Tactical, Informational 0 Comments

Private funds have long dominated the world of charitable giving by America’s wealthiest citizens. Most people have likely heard of...

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A Passport is the New Hot Commodity for UHNW Clients
Informational Social Science

A Passport is the New Hot Commodity for UHNW Clients

Mar 29, 2018 in Informational, Social Science 0 Comments

For the ultra-high net worth set, the world is a smaller and more interconnected place. These people regularly do business and send...

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Keys to Preserving Wealth through Generations
Practice Management

Keys to Preserving Wealth through Generations

Jul 19, 2017 in Practice Management 0 Comments

If you want to help your high net worth clients pass on their wealth while preserving tranquility in the family, there are some...

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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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