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A Transfer-For-Value Will Only De-Value!


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 27 Mar 2015   Posted by Audrey Gilmore

Little Harold ran into the kitchen where his Mother was preparing dinner and said, “Hey Mom!  You know that antique vase on the stand in the front hall that has been handed down from generation to generation?”  When she looked up he reported, “Well my generation just dropped it!” The transfer...

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Insure Your Clients’ Financial Freedom During Retirement


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 09 Dec 2014   Posted by Brandon Hauck

The studies help to illustrate that your clients aren’t concerned with a return on their money, nearly as much as they are with a return of their money. Many clients don’t see their advisor as someone who can make them rich, they already know how to make money—they’ve been doing it their...

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September is Life Insurance Awareness Month


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 22 Sep 2014   Posted by CPS Insurance Services

This month we have teamed up with the  LIFE Foundation and have created resources to help you educate clients about the importance of ensuring financial security for their loved ones. Explore the range of tools—from print to video to social media—and choose the ones that best fit into your LIAM...

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