by CPG | Dec 20, 2017 | Newsletter
December 20, 2017 Click here for Year-End Dates and Deadlines from our carriers. INDUSTRY ARTICLES · 4 Key Buy-Sell Agreement Basics Businesses will be better clients if you help keep them in business. Read more. NEWS FROM...
by CPG | Dec 13, 2017 | Newsletter
December 13, 2017 Click here for Year-End Dates and Deadlines from our carriers. INDUSTRY ARTICLES · 5 Things an Asset-Based LTC Veteran Sees Today Pat Foley sees different types of solutions appealing to different types of financial...
by CPG | Dec 6, 2017 | Newsletter
December 6, 2017 Click here for Year-End Dates and Deadlines from our carriers. INDUSTRY ARTICLES When the IRS Wants Your Life Insurance Policy The government can establish a lien against a policy. It can also foreclose. Read more. ...
by CPG | Nov 29, 2017 | Newsletter
November 29, 2017 INDUSTRY ARTICLES Speaker Calls for More Use of Permanent Life in Buy-Sell Arrangements Joe Ross contends that using permanent life is to using term life what using an iPhone is to using a flip phone. Read more. 5 Ways Independent Life...
by CPG | Nov 22, 2017 | Newsletter
November 22, 2017 INDUSTRY ARTICLES 4 Common Questions About End-of-Year Charitable Giving Strategies Congress could change the rules soon, but, for now, these are the rules. Read more. Alzheimer’s Awareness Includes Long-Term Care Awareness...
by CPG | Nov 15, 2017 | Newsletter
November 15, 2017 INDUSTRY ARTICLES 4 Critical Retirement Planning Tips If clients ignore these basic principles… maybe they will have to buy lottery tickets and hope for the best. Read more. Retirement Saving Checklist: 15 Things to Know That Can...
by CPG | Nov 8, 2017 | Newsletter
November 8, 2017 INDUSTRY ARTICLES 3 New Findings About Long-Term Care Planning Prospects’ Emotions Lincoln is trying to help numbers-oriented advisors learn more about clients’ feelings. Read more. NEWS FROM OUR CARRIERS Sell...
by CPG | Nov 1, 2017 | Newsletter
November 1, 2017 INDUSTRY ARTICLES 8 Ways for Agents to Answer ‘What Do You Do?’ Here are ideas about HOW to make those connections that seem to form automatically for other people. Read more. Working Past 70½? Skip the 401(k) RMD Without...
by CPG | Oct 25, 2017 | Uncategorized
October 25, 2017 INDUSTRY ARTICLES Best Practices for Salespeople Who Work at Home Putting your feet up and staying in your pajamas are both ways to sabotage your productivity when telecommuting. Read more. What Do Millennials Really Want? They’re...
by CPG | Oct 18, 2017 | Newsletter
October 18, 2017 UPCOMING WEBINARS Life Insurance In Qualified Plan October 18th at 12:00 PM C T – Register here. RMDs Made Easy November 28th at 3:00 PM CT – Register here. MoneyGuard – protecting the two sides of...
