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CPS LIVE! Get Real-Time Access to our Panel of Professionals

January 20 @ 11:00 am - 11:30 am UTC-8

Create synergy and success for your practice – find out what’s working, discuss client objections, ask questions, learn how our top advisors overcome challenges, and more. 

During this session our panel will discuss:
  • Lifetime Exemption Changes Ahead? How many more clients may owe taxes at death?
  • Why investors are pivoting away from bank CDs to Fixed Annuities
  • DI marketing ideas for your young clients and integrating Supplemental IDI with Group LTD
  • 401k reviews
  • How to convert tax-deferred growth into tax-free income when used for Long-Term Care
REGISTER NOW

Details

Date:
January 20
Time:
11:00 am - 11:30 am UTC-8
Event Category:

Venue

CA United States

Organizer

CPS Marketing
Phone:
(949) 225-7157
Email:
marketing@cpsinsurance.com