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life insurance proceeds

Articles tagged with life insurance proceeds

Annuities: Module V-G

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CompleteMarkets Editor 4/30/2013 10:40:32 PM
ANNUITIES: MODULE V-G THE PRODUCT Annuities have been called 'upside-down Life insurance,' a phrase that refers to the fact that annuities are designed to pay out w...
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General Solicitation - New Life Coverages Available

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CompleteMarkets Editor 4/30/2013 10:37:32 PM
GENERAL SOLICITATION - NEW LIFE COVERAGES AVAILABLE Dear (Customer Name): Eighty percent of all assets people leave at death consist of Life insurance proceeds. Have you checked lately to ensure tha...
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Internal Perpetuation Planning

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CompleteMarkets Editor, Carol Hammes 4/30/2013 10:35:26 PM
INTERNAL PERPETUATION PLANNING by Carol Hammes One of the consequences of the prolonged period of competition in the Property/Casualty insurance marketplace is that a clear dicho...
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Legal Outline For California Agencies - Chapter 6

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CompleteMarkets Editor 4/30/2013 10:39:41 PM
LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik...
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Shareholders Agreement

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CompleteMarkets Editor 4/30/2013 10:40:32 PM
SHAREHOLDERS AGREEMENT BATES INSURANCE, INC. Parties THIS SHAREHOLDERS AGREEMENT (the 'Agreement') is entered into effective the date set forth on th...
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Training: Module Iii-C

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CompleteMarkets Editor 4/30/2013 10:40:04 PM
TRAINING: MODULE III-C INTRODUCTION The following section covers both producer and CSR training. By going through this section, you will be able to take an inexpe...
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