by CPG | Nov 27, 2013 | Uncategorized
November 27, 2013 SALES ARTICLES 4 Specialty Trusts Your Clients Might Need Do your clients want more control over how heirs spend their money? LTCI Deduction Limits Creep Higher For consumers who are eligible, the savings can be substantial. Rollover...
by CPG | Nov 20, 2013 | Uncategorized
November 20, 2013 SALES ARTICLES More workers are rolling over lump-sum distributions This report shows that 45.2 percent of workers rolled their lump-sum distribution into another tax-qualified account. 10 common estate planning mistakes (and how to avoid them)...
by CPG | Nov 13, 2013 | Uncategorized
November 13, 2013 SALES ARTICLES 4 ways to protect assets, without using a trust Simple insurance products offer less-complicated options for keeping clients’ assets safe. How to earn trust more quickly If you want to gain rapport more quickly, mirror the...
by CPG | Nov 6, 2013 | Uncategorized
November 6, 2013 SALES ARTICLES 8 ways to help widows navigate an inheritance Here’s how you can help grieving spouses make the right decisions after a loss. The 3 pillars of selling These 3 skills are the foundation of success in sales. Chronic illness...
by CPG | Nov 1, 2013 | Uncategorized
TRANSAMERICA LONG TERM CARE Notice of Product Changes New York We will be launching TransCare® II 2013 in New York in early December. This will bring the NY TransCare® II product in line with the benefits, features and rates of TransCare® II in other states....
