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RSS Life – EPICC Center Newport Beach

  • Succession Planning For Your Business Owner Clients – We Can Help October 3, 2022
    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
  • A Valuable Tool For Supplementing Retirement Income September 26, 2022
    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
  • Proven Method Leads To Giant Cases September 19, 2022
    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 September 12, 2022
    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.
    CPS Insurance Services
  • Join us for a Lunch & Learn 🍴 Wednesday, September 21 September 1, 2022
    Join the CPS Life and LTC Team along with Julie Udovch from Nationwide for the trends and solutions that will help grow your business! The post Join us for a Lunch & Learn 🍴 Wednesday, September 21 appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Thinking Beyond The Guarantee August 29, 2022
    Come equipped to client meetings with comprehensive solutions to address your clients' varied needs. The post Thinking Beyond The Guarantee appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • How Much Life Insurance Is Enough? August 22, 2022
    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
  • Is It Time To Upgrade Your Client’s Life Policy? August 15, 2022
    A policy review may uncover that the existing amount of coverage is no longer reflective of their true need and/or that there's opportunity to enhance their coverage via the inclusion of living benefits. The post Is It Time To Upgrade Your Client’s Life Policy? 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? August 8, 2022
    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
  • One Life Insurance Plan – Numerous Benefits August 1, 2022
    Life Insurance is one of the most valuable assets there is - a permanent life policy can provide benefits 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