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RSS Life – EPICC Center Newport Beach

  • Executive Bonus Agreements 101 January 20, 2020
    An Executive Bonus Plan allows a business owner to select who they reward with no discrimination rules, and have the contributions tax deductible to their business. Plan implementation is easy, with no IRS approval necessary. The post Executive Bonus Agreements 101 appeared first on EPICC Center Newport Beach.
    Sean Farrell
  • 4 Ways Clients Can Cash Out On Their Life Insurance January 13, 2020
    A unique feature on guaranteed universal life is a return of premium option, included at no additional charge within the policy, which provides clients with an exit strategy, giving them flexibility for their future. The post 4 Ways Clients Can Cash Out On Their Life Insurance appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • 3 Out Of 4 Clients Want Help Preparing For Retirement – Do They Know How You Can Help? January 6, 2020
    You have access to many products that can provide your clients with tax favored cash accumulation and if structured properly, will also provide for non-reportable, tax-free income. The post 3 Out Of 4 Clients Want Help Preparing For Retirement – Do They Know How You Can Help? appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Sequence Of Investment Returns December 30, 2019
    It can often be the sequence of returns that will result in investment success or failure in retirement. The post Sequence Of Investment Returns appeared first on EPICC Center Newport Beach.
    Ryan Tolson
  • One Life Insurance Plan – Numerous Benefits December 23, 2019
    Life Insurance is one of the most valuable assets there is - especially when you consider the numerous benefits that a permanent life policy can provide now, while still securing a financial future for loved ones down the line. The post One Life Insurance Plan – Numerous Benefits appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Tis The Season Of Giving December 16, 2019
    One of our Strategic Carrier Providers allows clients to nominate a charity when they purchase a policy – a benefit available at no additional cost. The post Tis The Season Of Giving appeared first on EPICC Center Newport Beach.
    Ryan Tolson
  • How To Turn Single Term Insurance Sales Into Three Commission Checks December 9, 2019
    The client does not need to convert their entire term policy at once and can make use of multiple partial conversions to help keep premium costs low while providing added flexibility. The post How To Turn Single Term Insurance Sales Into Three Commission Checks appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Create New Sales Opportunities With Term Insurance December 2, 2019
    How many of your clients would consider replacing their existing term coverage with a product that could pay benefits if they were to experience a major health event? The post Create New Sales Opportunities With Term Insurance appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Who Are Your Best Business Owner Prospects? November 25, 2019
    When owners use the business evaluation process, results can lead to significant opportunity. The post Who Are Your Best Business Owner Prospects? appeared first on EPICC Center Newport Beach.
    Sean Farrell
  • How To Convert More Life Insurance Applications Into Paid Production November 18, 2019
    The reality is that less than 10% of all applicants qualify for the top tier rate class and the majority of clients are approved at standard rates.  Take advantage of our services and expertise to avoid any underwriting surprises. The post How To Convert More Life Insurance Applications Into Paid Production appeared first on EPICC […]
    CPS Insurance Services