Research


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Presentations and Articles

Message from our President

Coastal LifeComp DollarFlex 

Coastal’s Game Plan for Going Independent

CFPG press release Flight to Certainty 021710

Building a Life Practice that can be sold Schulte Journal SFSP 1999

 

New Jan 2014:  Click on this report for insights into The Current State of Life Insurance Sales.  This is the result of a survey conducted last year by LifeHealthPro and the findings identify many opportunities for financial professionals.

New Sept 2013: Business owners want to sell. A U.S. Trust survey of wealthy business owners found that only 28% planned to pass the enterprise on to their heirs, FoxBusiness reports. A much greater number–65%–plan to sell or shut down the business. Still, in many cases, the family is already getting something: Nearly half of business owners support their adult children, while 35% help out their parents.

New Aug 2013: Unlocking The Two Mysteries Behind SPIAs in retirement income planning

The American College Study on Women Business Owners and Retirement Planning

New May 2016: “The Financial Needs of Gen X, Gen Y, and Boomer Women” Study from The American College