by CPG | Feb 5, 2014 | Uncategorized
February 5, 2014 SALES ARTICLES 12 more estate planning tax facts you need to know Your clients have questions – and now you have answers. The pros and cons of separate trusts among couples Trust can be an integral part of every marriage, but there are...
by CPG | Jan 29, 2014 | Uncategorized
January 29, 2014 SALES ARTICLES 50 best ways to generate leads: 41-50 Network with your network. Narrow your focus. And don’t just get an introduction – get the right introduction. 31-40 Is there a magic number of hours you should prospect each day?...
by CPG | Jan 23, 2014 | Uncategorized
January 22, 2014 SALES ARTICLES 10 more life insurance tax facts you need to know Life Insurance For People Over 65: Necessary During Retirement? A counterintuitive Social Security strategy can fund an early retirement Counseling clients to delay collecting...
by CPG | Jan 15, 2014 | Uncategorized
January 15, 2014 SALES ARTICLES Life events a key trigger for social media selling Life events are a trigger for buying life insurance – and you find out about them today via social media. The 13 Biggest Money Mistakes Retirees Make Boomers could forever...
by CPG | Jan 8, 2014 | Uncategorized
January 8, 2014 SALES ARTICLES Your clients need a plan Don’t just check in with clients-give them something they can use. Why we need flexible design in estate planning As retirees continue to recover from the recession, enhanced estate liquidity is an...
