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RSS Life – EPICC Center Newport Beach

  • Biden Tax Proposals And Where Life Insurance Fits July 26, 2021
    The possible tax changes that may lie ahead; eliminating the step-up in basis, increasing capital gains, and/or reducing of the estate tax exclusion. The post Biden Tax Proposals And Where Life Insurance Fits appeared first on EPICC Center Newport Beach.
    Ryan Tolson
  • Life Insurance Is The Answer To The Proposed Capital Gains Tax Increase July 19, 2021
    Biden’s proposed tax increase will likely make tax-deferred accumulation tools more attractive to the high-income earners. The post Life Insurance Is The Answer To The Proposed Capital Gains Tax Increase appeared first on EPICC Center Newport Beach.
    Ryan Tolson
  • Life Insurance Is The Ultimate Shield Against Estate Taxes July 12, 2021
    The unique tax advantages of life insurance policies, when properly owned and funded by a Trust, could save families thousands of dollars in estate taxes. The post Life Insurance Is The Ultimate Shield Against Estate Taxes appeared first on EPICC Center Newport Beach.
    Sean Farrell
  • Are You Following Up on Your Term Sales? June 28, 2021
    One way to help your clients effectively plan for their long-term needs is to discuss the term conversion option. The post Are You Following Up on Your Term Sales? appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Are You Missing Sales Opportunities With Your Existing Clients? June 21, 2021
    Your client’s needs are changing each year and the task of making sure that they are adequately insured rests with you, the producer. The post Are You Missing Sales Opportunities With Your Existing Clients? appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • A Valuable Tool For Supplementing Retirement Income June 14, 2021
    Life Insurance, properly structured, can be a valuable tool for clients to supplement their retirement planning efforts. The post A Valuable Tool For Supplementing Retirement Income appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Succession Planning For Your Business Owner Clients – We Can Help June 7, 2021
    Typically, business owners focus on day-to-day operations far more than on retirement, or on keeping the business going in the event of death.  Business owners need your help! The post Succession Planning For Your Business Owner Clients – We Can Help appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Proven Method Leads To Giant Cases May 24, 2021
    Hundreds of thousands of businesses across the nation are approaching the retirement or death of their founders or chief executives with no plans for succession or inadequate plans that will fail to produce the desired results. The post Proven Method Leads To Giant Cases appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Executive Bonus Agreements 101 May 17, 2021
    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
  • How Much Life Insurance Is Enough? May 10, 2021
    Determining the correct amount of life insurance protection remains a mystery to many.  Recent studies show that most adults continue to lack adequate amounts of coverage - and close to two-thirds admit to not even having a personal life insurance agent. The post How Much Life Insurance Is Enough? appeared first on EPICC Center Newport […]
    CPS Insurance Services