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...
by CPG | Jan 2, 2014 | Uncategorized
January 1, 2014 SALES ARTICLES Keep retired clients from getting taxed twice when they move Life insurance: 6 things to expect in 2014 For life insurance agents, 2014 promises a mix of the good and the not-so-good. Life events a key trigger for social media...
by CPG | Dec 25, 2013 | Uncategorized
December 25, 2013 SALES ARTICLES 4 opportunities for life insurance agents in 2014 Make 2014 a year of growth, prosperity for life industry Resiliency and time-tested principles will help the industry prevail. 8 times when you need to slow down Don’t lose...
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...
