27 Mar 2023
Posted by CPS Insurance Services 
Making gifts to institutions, like universities, hospitals, faith-based organizations, or non-profits, is a great way to utilize accumulated wealth and enhance your client’s legacy. Giving directly can significantly reduce the amount of assets ultimately passed to family members and other loved ones. Discount...
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23 Mar 2023
Posted by CPS Insurance Services 
A new season has begun. And as a famous poet once said, "Spring has sprung. The grass has rizz. I wonder where... the flowers is!" We can’t help with your garden, but we’ll make your business bloom! Just join us for the next CPS LIVE! and get four sales ideas in less than 25 minutes. Wednesday,...
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22 Mar 2023
Posted by CPS Insurance Services 
Wednesday, April 19th - 11.00 AM to 11.30 AM PST Please join CPS Disability Income Sales & Marketing Manger, Tom Nicols, CLU, FLMI, ACS, for an informative web conference where he'll share new and unique ideas to help boost your DI sales for 2023. "3 DI Sales Ideas in 19 Minutes" will cover...
Read more → 17 Mar 2023
Posted by CPS Insurance Services 
The idea of getting your client examined for life insurance can be a challenge. Asking for a second exam after one was done in the not so distant past can jeopardize a sale. Worry no more. Consider the Following: A 70 year-old female applied for $10 million of life insurance coverage with another...
Read more → 13 Mar 2023
Posted by CPS Insurance Services 
Beware the Ides of March? Not at CPS LIVE! Embrace it. Because in less than 25 minutes our in-the-know marketing experts will share four ideas that will help you Cross the Rubicon of your sales success! Wednesday, March 15th - 11.00 AM to 11.30 AM PST Note: One regular listener tells us that William...
Read more → 10 Mar 2023
Posted by CPS Insurance Services 
Just as basketball fans had to get used to the 3-point shot first debuted by the NBA in the 1979-80 season, we must get used to current trends in underwriting. A blood test was introduced into the game and has been around for several years now. It's called the proBNP. What is it? The proBNP...
Read more → 09 Mar 2023
Posted by CPS Insurance Services 
Bringing up the subject of Long-Term Care (LTC) Insurance is not always easy, but changes may have happened in your clients’ lives that make this the year to talk about LTC. The annual financial review is a great time to discuss changes that may have occurred over the past year, and proactively plan...
Read more → 09 Mar 2023
Posted by CPS Insurance Services 
The Impact of Inflation on Retirement Savings Thursday, March 16th - 11.00 AM to 11.30 AM PST A recent study found that 75% of Americans worry that the rising cost of living will affect their retirement plans. Please join us for our next webinar where we explore strategies to offset this risk. ...
Read more → 06 Mar 2023
Posted by CPS Insurance Services 
Does your client worry about how a large lump sum death benefit will be spent once they have passed? Life Insurance can pay out an enormous amount of money in a lump sum deposit to the beneficiary, giving them more money at one time than they have ever had. This raises the question of how will that...
Read more → 03 Mar 2023
Posted by CPS Insurance Services 
One of our top rated carriers made changes to their wellness crediting program to automatically give clients who maintain a healthy lifestyle the potential to be upgraded to a better underwriting offer and price. This program is open to: All Ages All Face Amounts Most of their product line...
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The EPICC Center is the online source for financial professionals, designed to provide them with the essential elements they need to run their practice and increase their bottom line including breaking news, carrier / product information, market trends, sales ideas, marketing tools & resources and more.
Life Insurance 101 In Just Three Sheets
Annuity Rate Increase
Upgrades In Underwriting