Below is a list of the upcoming and ongoing Webinar and Conference Call events hosted by CPS. We invite you to take part in these educational and informative events, presented by some of the top carriers in the industry, and designed to keep you up-to-date with the latest news and industry trends.
Upcoming Events
Wednesday, May 14, 2008 – 10:00AM - 11:00AM PST
Event Topic
The Secured Premium Financing Plan: An Innovative Approach to Financing Life Insurance
Sponsored by: CPS Life Department
Overview
CPS Insurance Services is pleased to bring you a Special Event Webinar Conference, featuring Robert Kroner from the Corporate Planning Group in Woodland Hills, CA, along with Milt Belfer and Ryan Kroner. They offer an innovative strategy of Secured Premium Financing Program utilizing Diversified Lending Group – the plan has been endorsed by Transamerica – however you can use any companies insurance, and can help provide solutions for clients that have backed away from utilizing Premium Financing in the past.
The webinar will cover these topics, and more:
Any Age or Health Status Accepted
Premium Loan Interest Rate is Guaranteed for Term of the Loan
Life Insurance Policy Cash Value Not Used as Collateral
No Ongoing Collateral or Financial Requirements
Guaranteed Exit Strategy
Return of Initial Investment
Moderator(s)
Eric Gerwig, CLU, ChFC – CPS Insurance Services, Life Sales & Marketing Mgr.
Contact
CPS Life Marketing: 800.326.5433 ext. 145
Register
Wednesday, May 21, 2008 – 10:00 - 11:00AM PST
Event Topic
Two Tax Advantageous Annuity Sales Ideas
Sponsored by: CPS Annuities Department
Overview
Join CPS Insurance Services Annuity Dept. and Jamie Cope AAPA, ACS from Equitrust, who will be discussing two Tax Advantageous Sales Ideas to help you grow your current Annuity book of business. She will be comparing Deferred Annuities to CD's as well as covering the Split Annuity Concept. Both of these sales concepts can be used within your current book of business, as well as with new Annuity prospects.
Moderator(s)
Eric Neilsen – CPS Insurance Services, Senior Annuity Sales and Marketing Associate Jamie Cope, AAPA, ACS – Equitrust, Sales Support Consultant
Contact
CPS Annuities: 800.326.5433 ext. 126
Register
Wednesday, May 21, 2008 – 10:00 - 11:00AM PST
Event Topic
John Hancock's Leading Edge - Product Training
Sponsored by: CPS LTC Department
Overview
Please join CPS Insurance Services LTC Dept. and Cindy Eisenhower, National Training Director with John Hancock, for an exciting agent web training you do not want to miss! Cindy will be discussing John Hancock's new product Leading Edge, which helps you to provide your client with comprehensive affordable LTC insurance coverage in an easy-to-understand policy design. Their automatic inflation coverage offers a more affordable approach to inflation protection. It provides built-in, compound inflation protection linked to the Consumer Price Index (CPI). This innovative, affordable product provides coverage that helps protect your client's assets and quality of life, keeps pace with the rising cost of care, and most of all helps to maintain your client's family's quality of life. Don't miss the boat on this comprehensive product training on one of the fastest sailing new products in the industry.
Moderator(s)
Cindy Eisenhower – John Hancock, National Training Director David Mayhew – CPS Insurance Services, Sales & Marketing Associate
Contact
CPS LTC Marketing: 800.326.5433 ext. 127
Register
Ongoing Life Events (Featuring Jeff Cohen, LSW)
We are pleased to present to you an ongoing series of educational Webinars, hosted by Jeff Cohen of Life Insurance of the Southwest (LSW). Each Tuesday, Jeff offers 4 unique sessions that are available to both you and your clients. Beginning at 9:00 on Tuesday morning, the focus is on new producers and introducing them to the LSW products. The 10:30 session is for appointed producers and focuses on a new topic each week.
We invite you to take part in these educational and informative Webinars, and then invite prospective agents and/or clients to attend.. See the information below for an overview of what will be covered, and click the Register Now button for each session you want to attend.
Tuesday Mornings – 9:00am-10:00am PST (May 20)
Event Topic
CEAP - New Agent Webinar Sponsored by: CPS Life Department
Host
Jeff Cohen – Life Insurance of the Southwest (LSW)
Overview
The Charitable Estate & Asset Protection Plan is a combination of three financial tools (multi-pay NIMCRUT, wealth replacement trust and “supercharged” indexed universal life policy) structured in a unique way to produce some significant tax, performance and asset protection benefits. We will begin by discussing the individual components and then demonstrate how they are combined to affect these substantial overall benefits.
Registration
Tuesday Mornings – 10:30am-11:30am PST (May 20)
Event Topic
Agent Training Sponsored by: CPS Life Department
Host
Jeff Cohen – Life Insurance of the Southwest (LSW)
Overview
This week's training will focus on the ultimate college funding plan.
Registration
For additional information on any of the above listed events, please contact the CPS Life Marketing Team:
Eric Gerwig, CLU, ChFC – 800.326.5433 ext. 145
Life Sales & Marketing Manager, CPS Insurance Services
Tom Nicols, FLMI, ACS – 800.326.5433 ext. 155
Senior Life Sales & Marketing Manager, CPS Insurance Services
Rob Reedy, CLU, ChFC – 800.326.5433 ext. 109
Senior Life Sales & Marketing Manager, CPS Insurance Services
18551 Von Karman Ave., Suite 150 /
Irvine, CA 92612
Phone 949.863.0700 Fax 949.863.9318
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