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...

In addition to its primary purpose of death benefit protection, cash value Life Insurance offers tremendous value and flexibility that can address multiple needs that change over time. As financial professionals we need to remind ourselves about the many features and benefits offered by Life Insurance...

We committed to highlighting important needs that producers can address with insurance based solutions. The following example is one of many Keep It Simple concepts that one of our strategic carriers has developed to help producers recognize opportunities and meet client needs utilizing Life Insurance. Common...

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...

In today's economy, some of your wealthier clients may be hesitant to purchase Survivorship Life Insurance coverage due to uncertainty, either in the market, estate taxes or their family's circumstances.  There is another way to cover their insurance need without the finality of a Survivorship plan...

CPS Life Team Power Lunch with Protective Life Zov's | 17440 E 17th Street, Tustin CA 92780 Thursday, April 6th - 11.45 AM* to 2.00 PM REGISTER NOW Lunch will be served and space is limited - please register now to ensure your reservation.  *Time allotted for parking and seating. Presentations will...