In my article “Life Insurance Policy Themes for 2023,” I suggested a tweak in what I called the “discourse” among agents and others in the life insurance business. The tweak was to talk less about why ...
During this season of reflection and appreciation for your personal relationships, CG Insurance underscores the importance of safeguarding your most valuable assets – your loved ones. While love is ...
Taxes are in play again. And then they’re not. Income tax, wealth transfer tax and the income tax aspects of wealth transfer planning were all in play, with near-term effective dates that had estate ...
The method of claim 1, further comprising: determining, by the computing device, a number of customers that interacted with the first presentation page during presentations of a plurality of previous ...
JUNEAU – A life insurance presentation for county employees is causing a stir after a county board member expressed concerns that employees are being given a sales pitch while on the clock. However, ...