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RSS Life – EPICC Center Newport Beach

  • Social Security Maximization Using Life Insurance May 18, 2020
    Life Insurance can be used as a powerful tool to leverage Social Security payments for future generations. The post Social Security Maximization Using Life Insurance appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Indexed Universal Life: The All-Around Product May 11, 2020
    A product that has gained substantial traction is the Indexed Universal Life policy, a Fixed Life product that can offer clients the potential for growth and protection from market loss. The post Indexed Universal Life: The All-Around Product appeared first on EPICC Center Newport Beach.
    Life Sales
  • How To Lower Your Client’s Premium – Every Time May 4, 2020
    The Income Provider Option from a few of our selected carriers allows the policy owner to select a guaranteed annual or monthly income stream death benefit for payment to one or more beneficiaries. The post How To Lower Your Client’s Premium – Every Time appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Understanding Loan Options within IUL Policies April 27, 2020
    Understanding the different options available is the key to making the best decision for your client.  Most IUL policies allow for either fixed or variable loans. The post Understanding Loan Options within IUL Policies appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Are You Following Up on Your Term Sales? April 20, 2020
    One way to help your clients effectively plan for their long-term needs is to discuss the term conversion option. By completing a conversion application, the client can change their coverage from a Term plan to a Permanent policy without any additional underwriting. The post Are You Following Up on Your Term Sales? appeared first on […]
    CPS Insurance Services
  • Flexibility To Meet Changing Needs April 13, 2020
    Clients want to make the best financial decisions for their families, but will the “best” decision for today meet tomorrow’s needs? In times of uncertainty like these, clients need flexible planning strategies that can change when their needs change. The post Flexibility To Meet Changing Needs appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Staying Healthy Using Vitality At Home April 6, 2020
    John Hancock and Vitality worked quickly to make it easy for clients to earn points for workouts that can be done from the safety and comfort of their home. The post Staying Healthy Using Vitality At Home appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Are You Missing Sales Opportunities With Your Existing Clients? March 30, 2020
    There are a number of events that can trigger a need for additional Life Insurance such as the purchase of a home, the birth of a family member, a marriage or divorce and even a promotion at the office. The post Are You Missing Sales Opportunities With Your Existing Clients? appeared first on EPICC Center […]
    CPS Insurance Services
  • 6 Core Needs Of Business Clients – And How We Can Help March 23, 2020
    A sales associate will work with you to provide business case expertise and top-notch service before, during and after the sale! The post 6 Core Needs Of Business Clients – And How We Can Help appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Are You Protected? Fast-Track Your Life Insurance Without Leaving Home March 16, 2020
    Reward yourself and your clients with coverage that can secure the future for loved ones while providing access to tax-free cash value and long-term care benefits in case of emergencies. The post Are You Protected? Fast-Track Your Life Insurance Without Leaving Home appeared first on EPICC Center Newport Beach.
    Rob Reedy