Business Development Resources
Your clients can act on something they don’t know. Teach them how they can easily leverage our industry’s tax-favored solutions to their advantage. Related Resources:
Spotlight
Spotlight pages appear on the CPS Advantage Home page, toward the bottom, to introduce unique service or timely interesting topics to attract new advisors – or get existing advisors to ask questions.
40-Year Level Term Life Insurance
Financial Advisors recommend clients protect their lifetime income with life & disability insurance. Great news: 40-year level term life insurance now enables young individuals to insure their entire anticipated lifetime income with an ultra-low cost term policy. Let’s take a look at a recent request. Meet Karen Karen, a healthy 25-year young woman, would like […]
Death Tax Mitigation Strategy
Guaranteed premium survivorship (2nd-to-die) life insurance policies are often the most tax-efficient financial tool married couples can deploy to leverage their death tax mitigation strategy. Guaranteed lump sums (including 1035s), short pays, and annual premium designs provide maximum funding flexibility. Peace of mind comes from knowing that, no matter what happens to interest rates, markets, or the […]
