Company intelligence
Cavalier Associates
Exceptional resource to those in the insurance brokerage community.
About Cavalier Associates
Since its inception, Cavalier Associates has catered to the upscale insurance professional, and strives to be an exceptional resource to those in the insurance brokerage community who seek the best product, sales support and underwriting process. Our staff is responsible for identifying and capitalizing on market trends and product opportunities. We specialize in large case management, advance sales support, sub-standard or hard to place cases, as well as underwriting and product niches.
Verified activity
Signals from Cavalier Associates
9 published signals
Presence & Recognition
Cavalier Associates is hosting a discussion in Manhattan Beach on Secure Horizon featuring David Beas and Nick Lines.
Reported by Cavalier Associates
Legal & Regulatory
Cavalier Associates reported that the IRS and Treasury Department have introduced proposed guidance to simplify the rollover process for retirement savings accounts.
Reported by Cavalier Associates
Presence & Recognition
Cavalier Associates is hosting a networking and lunch event on September 22 and 23, 2026, featuring a discussion on high-net-worth clients and long-term care planning.
Reported by Cavalier Associates
Presence & Recognition
Cavalier Associates is hosting a networking and lunch event on September 22 and 23, 2026, featuring a discussion on high-net-worth client long-term care planning.
Reported by Chris Hogan
Presence & Recognition
Cavalier Associates is hosting an advisor-focused Lunch & Learn event on October 21, 2026, featuring speakers from Dye & Eskin Inc. and Cavalier Associates.
Reported by Cavalier Associates
Research & Knowledge
Cavalier Associates published research by Mark Warshawsky and Gaobo Pang for the American Council of Life Insurers indicating that a hybrid retirement income strategy combining partial annuitization and market exposure consistently outperforms the 4% rule and full annuitization.
Reported by Cavalier Associates
Presence & Recognition
Cavalier Associates is hosting an advisor-focused Lunch & Learn event on October 21, 2026, featuring speakers from Dye & Eskin Inc. and Cavalier Associates.
Reported by Chris Hogan
Presence & Recognition
Cavalier Associates is hosting an upcoming educational webinar on Secure Horizon's guaranteed features and retirement income planning on Saturday, September 11, 2026.
Reported by Cavalier Associates
Presence & Recognition
Cavalier Associates is hosting an upcoming educational webinar on Secure Horizon's guaranteed features and retirement income planning on Saturday, September 11, 2026.
Reported by Chris Hogan