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....
by CPG | Oct 30, 2013 | Uncategorized
AGENCY COMMUNICATION October 30, 2013 CAUSE FOR ALARM: STATE LICENSE VS CARRIER APPOINTMENT RULES. In recent months we have seen an alarming increase in the number of applications where the writing broker was not licensed in the state where the insurance was...
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...
by CPG | Oct 23, 2013 | Uncategorized
October 23, 2013 SALES ARTICLES Is it too late to start accumulating cash value? Your retired clients could still benefit from a life insurance policy’s cash value. Here’s how. Financial Planning for Families of Children with Autism 5 tips for...
by CPG | Oct 16, 2013 | Uncategorized
October 16, 2013 SALES ARTICLES 21 timeless marketing tips – part 2 Marketing advice gleaned from 21 years in the business. 5 ways life insurance agents are increasing sales in 2014 A full 72 percent of life insurance producers plan to boost sales in the...
by CPG | Oct 2, 2013 | Uncategorized
October 2, 2013 TMAXclusives: Premium Limitations Guidelines – updated information for American General’s Secure Lifetime GUL II with NO cap restrictions to provide more flexibility with case design (1035 and other shorter-pay scenarios). Core Carrier...
