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RSS Life – EPICC Center Newport Beach

  • The New Insurance Policy – Do Your Clients Have It? October 26, 2020
    Access to accumulated cash value; money for long-term care services and/or tax favored money for heirs - let’s take a close look at how insurance can secure your clients’ financial futures. The post The New Insurance Policy – Do Your Clients Have It? appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • The Advantages Of Using A LTC Rider On A Buy-Sell Agreement October 12, 2020
    While most Buy-Sell agreements include the needed Life Insurance, what happens if there is no death? The post The Advantages Of Using A LTC Rider On A Buy-Sell Agreement appeared first on EPICC Center Newport Beach.
    Sean Farrell
  • An Affordable Alternative To Estate Planning For Hesitant Clients October 5, 2020
    We have contracts with carriers who offer the ability to convert Individual Term Insurance policies into a Survivorship plan during the designated conversion period. The post An Affordable Alternative To Estate Planning For Hesitant Clients appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Multi Generational IRA Planning to Increase Life Insurance Sales September 28, 2020
    Your clients could make some minor changes to their current IRA beneficiary designations to enhance their legacy. The post Multi Generational IRA Planning to Increase Life Insurance Sales appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Calculating Retirement Needs – We Can Help You Do The Math September 21, 2020
    We can generate a detailed report unique to each client on the potential income gap between their dream income, and what they are actually going to receive in retirement. The post Calculating Retirement Needs – We Can Help You Do The Math appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • How Purchasing A Policy Can Lower Tuition Costs September 15, 2020
    The FAFSA eligibility criteria based on your income and net worth determines how much you should be contributing to your child’s higher education and could render you ineligible for assistance - but there’s a solution. The post How Purchasing A Policy Can Lower Tuition Costs appeared first on EPICC Center Newport Beach.
    Tom Virkler
  • Generate Premium And Solidify Your Client Relationships With This One Step September 14, 2020
    Even though the Life Insurance marketplace is ever changing, there are time tested ways to help you to generate premium while providing a valuable service to your clients. The post Generate Premium And Solidify Your Client Relationships With This One Step appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Rethinking The Term Insurance Strategy Can Save Clients More On Premiums September 8, 2020
    Ensure your clients maintain an adequate amount of term life insurance, with a potentially lower cumulative premium outlay. The post Rethinking The Term Insurance Strategy Can Save Clients More On Premiums appeared first on EPICC Center Newport Beach.
    CPS Insurance Services
  • Cash Value Life Insurance Comes Into Its Own August 31, 2020
    Cash Value Life Insurance offers tremendous value and flexibility that can address multiple needs that change over time. The post Cash Value Life Insurance Comes Into Its Own appeared first on EPICC Center Newport Beach.
    Rob Reedy
  • Ensure Fair Inheritances With Life Insurance August 24, 2020
    It can be difficult to determine what to do with the business when some children may have played a more active role in the business than others. The post Ensure Fair Inheritances With Life Insurance appeared first on EPICC Center Newport Beach.
    Rob Reedy