by CPG | Dec 18, 2013 | Uncategorized
December 18, 2013 SALES ARTICLES Why Income Planning is a Key Component to a Legacy Plan 7 sales habits that give you a bad name 6 celebrities who made unfortunate life insurance decisions Sometimes elite status and exorbitant amounts of wealth can cause...
by CPG | Dec 11, 2013 | Uncategorized
December 11, 2013 SALES ARTICLES How to be a retirement planner Three top producers share how they got into the field and their advice for succeeding in it today. 4 ways insurance can protect your clients’ retirement funds Year-end estate tax planning The...
by CPG | Dec 4, 2013 | Uncategorized
December 4, 2013 SALES ARTICLES The Million Dollar Legacy Mistake – advanced marketing minute from Mutual of Omaha SPIAs and universal life: The perfect combo for charitable clients This strategy can benefit your clients while they’re living and...
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 | Oct 30, 2013 | Uncategorized
October 30, 2013 SALES ARTICLES Life insurance: Who needs it? Agents, corporations and even us, the media, must work together to breathe life into an ill industry. The little mistake that could destroy a life insurance plan A recent Supreme Court case signals...
