November 28, 2023

Making Heads Or Tails Of Executive Benefits

November 27, 2023

CPS LIVE! Maximizing Your Profits 💸 Wednesday, November 29

November 21, 2023

Irrevocable Trusts: Pay The Trustee

November 16, 2023

LTC Planning – What’s The States Got To Do With It?

November 14, 2023

Policy Valuation: How Much Are You Worth?

November 7, 2023

Having Your (Wedding) Cake and Eating It, Too?

November 3, 2023

CPS LIVE! 5 Sales Ideas in 20 Minutes or Less 🤩 Wednesday, November 8

October 31, 2023

Use the Exemption, But Don’t Lose the Store

October 17, 2023

High-Lifetime-Exemption Gifting – Playing It Safe!

October 10, 2023

Time, Tide, and TAXES Wait for No One

October 3, 2023

Stacking Estate Planning Concepts – Saving Heirs a Lot More!

September 28, 2023

CPS LIVE! Our Secrets to Successful Sales 🤫 Wednesday, October 4

September 26, 2023

Buy-Sell Agreements: The Importance Of Transition Planning

September 19, 2023

Super-Roth-Likeness: Does it Walk Like a Duck?

September 15, 2023

CPS LIVE! What’s Working Now 💡 Wednesday, September 20

September 12, 2023

Using Excess RMDs To Increase Your Legacy

September 5, 2023

Executive Bonus – Enhanced To Show Quality

August 31, 2023

CPS LIVE! Latest Sales Trends 💸 Wednesday, September 6

August 29, 2023

Who Qualifies For Non-Qualified?

August 22, 2023

Unlock More Key-Person Coverage

August 18, 2023

CPS LIVE! What’s Trending ⤴️ Stay Ahead of the Curve – Wednesday, August 23

August 15, 2023

The 10-Minute Insurance Analysis

August 8, 2023

162 Executive Bonus – Making It “Seem Kinda Tax-Free” Up Front

August 1, 2023

Idioms & Grantor Trusts: Having It Both Ways (For Now)

July 27, 2023

CPS LIVE! Sales Targeting: Hitting the Bullseye for Success 🎯 Wednesday, August 2

July 25, 2023

Is Insurance In A Qualified Plan Beneficial?

July 18, 2023

Uncovering Sales Opportunities And Limiting Liability Exposures Through Trust Owned Policy Reviews

July 11, 2023

CPS LIVE! 5 Sales Ideas in 20 Minutes or Less 😎 Wednesday, July 12

May 9, 2023

Insuring A Domestic Key Person: Who’s Running The Show?

May 2, 2023

Taxable Estates: The Do’s And Don’ts Of Designations On Life Policies

May 2, 2023

The Problem With LTC Riders In The Third Person