Original insight, carrier news, and daily sales ideas — all in one place
A running feed of underwriting insight, carrier updates, and sales ideas from the SRS Inc. team, plus a live feed from CPS’s EPICC Center.
From the SRS Desk
Recent insight from our underwriting and case-design team
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Death Tax Savings For The Uninsurable – A Small Balm In Gilead
Estate-tax funding strategies for clients who can’t qualify for traditional life insurance.
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Your Clients Aren’t Average – Why Is Their Long-Term Care?
Positioning impaired-risk LTC solutions for clients who don’t fit the standard underwriting mold.
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Permanent Total Disability Coverage for MLB Player
A case study in structuring high-limit disability coverage for a hazardous-occupation client.
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Vaping – Underwriting Non-Combustible Tobacco Use
How carriers classify vaping and non-combustible tobacco use, and where clients can qualify for better rates.
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Helping Clients Understand the Complexities of Income Protection
Breaking down income-protection options so clients can compare coverage in plain terms.
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Tax-Deferred vs. Taxable: How to Explain an Annuity’s Real Yield to Clients
A clear framework for showing clients the real, after-tax difference between deferred and taxable growth.
Read more →EPICC Center — Daily Content & Sales Ideas from CPS
CPS’s content hub for financial professionals, updated daily with carrier news, case studies, and sales ideas.
Live Feed
Latest from EPICC Center — updated automatically