by CPG | May 8, 2013 | Uncategorized
Confused about LTC vs Medicaid Go to our web site; Agent Toolkit and click on Brainshark LTC vs Medicaid – What You Should Know
by CPG | May 8, 2013 | Uncategorized
May 8, 2013 SALES ARTICLES The Boston Marathon: One advisor’s storyFinancial advisor Jeff Breese returned from Boston with a medal for finishing the marathon – and with an acute awareness of the importance of what he does for a living. Help your clients...
by CPG | May 1, 2013 | Uncategorized
May 1, 2013 SALES ARTICLES Still wondering about social media?Here are 15 social media stats you need to know. Protection SLATs offer estate planning flexibilityA protection spousal limited access trust can provide married couples with an estate planning option that...
by CPG | Apr 29, 2013 | Uncategorized
CPG, LLC brings you up to the minute news Don’t delay – we can help you meet these deadlines call us today Prudential Prudential will implement a “seven times target premium” restriction on their Protector GUL/SUL product line in all states....
by CPG | Apr 24, 2013 | Uncategorized
April 24, 2013 SALES ARTICLES How to do more with lessDitch those less-than-perfect leads and unclog your sales funnel. How to sell more life insurance while income planningMaximizing your clients’ Social Security benefits can free up money for life insurance...
by CPG | Apr 17, 2013 | Uncategorized
April 17, 2013 SALES ARTICLES It’s all about taxesMany agents and advisors don’t realize how many sales pass them by because they do not understand income taxes. 10 estate planning tax facts you need to knowWe’ve got the answers to some of your...
by CPG | Apr 16, 2013 | Uncategorized
Cease Sale of NYS LTC Partnership Effective April 20, 2013. Last valid application sign date is April 19th. Sales cease April 20th Last day applications dated through 4/19/13 will be accepted is April 30th New Product to be launched in...
by CPG | Apr 15, 2013 | Uncategorized
Introducing MetLife Income GuardSM There’s been a changing of the guard at MetLife. Introducing MetLife Income Guard disability insurance. Join one of our webinars to hear how MetLife’s new individual disability insurance product may give clients more protection, more...
by CPG | Apr 10, 2013 | Uncategorized
April 10, 2013 SALES ARTICLES How To Gain Clients Through CPAs (part 1) How to gain clients through CPAs (part 2) The ins and outs of owning life insurance in a QRPYour clients can own life insurance inside a qualified retirement plan. But should they? The bag lady...
by CPG | Apr 3, 2013 | Uncategorized
April 3, 2013 SALES ARTICLES Don’t ask this qualifying question Otherwise, you might turn off an otherwise interested prospect. The new 2013 taxes: The good, the bad and the ugly How to prepare your clients for the pleasant (and not so pleasant) effects of the...
