Supporting Financial Advisors & their Clients
Life Insurance for Personal & Business Needs
Tax-free Wealth Conveyance Strategies
Gain your Advantage
The CPS Advantage
Add clients, increase your income, and gain access to additional referrals based on your expanded knowledge of our industry’s most creative life insurance solutions, underwriting exceptions, and niche products. Invite our Experts to collaborate with you on advanced business, tax mitigation, and tax-free wealth conveyance strategies. Enjoy more free time by taking advantage of our “we do it all” application services. From submission to commission, we take good care of you and your clients.
Are you ready to turn The CPS Advantage into YOUR Advantage? Let’s get started today!
Effortless Insurance Applications
WE free YOU up to focus on acquiring new clients and managing their AUM while we look after their insurance needs.
Client Acquisition System
Underwriting Exceptions
Insights into What’s Possible
Collaborate with Experts
Insights
Business Development Strategies
LinkedIn makes it super easy to identify, connect with, and cultivate ideal future clients, whether they are dentists, lawyers, or construction company owners. True, only some of these professionals frequent LinkedIn. However, there are likely […]
40-Year Level Term Life Insurance
Financial Advisors recommend clients protect their lifetime income with life & disability insurance. Great news: 40-year level term life insurance now enables young individuals to insure their entire anticipated lifetime income with an ultra-low cost […]
Death Tax Mitigation Strategy
Guaranteed premium survivorship (2nd-to-die) life insurance policies are often the most tax-efficient financial tool married couples can deploy to leverage their death tax mitigation strategy. Guaranteed lump sums (including 1035s), short pays, and annual premium designs […]
Non-Tobacco Premiums for E-Cigarette Users & Vapers
Only ONE highly rated brand name insurer offers a lab test that makes it easy for e-cigarette users (vapers) to qualify for non-tobacco rates, cutting premiums in about half. Let’s look at a recent request: […]
5 Questions
5 Questions Answers to the 5 Questions below will enable us to match a life insurance applicant with the insurer, underwriter, and product that will result in the most favorable post-underwriting outcome. A little time […]
Endless Collaborative Opportunities
Turn The CPS Advantage into YOUR Advantage
Let’s Get Started Today!
