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Senior business executive explains to Financial Advisors why they should leverage The CPS Advantage to their advantage.

The CPS Advantage

We make it easy for Financial Advisors to place life insurance policies for personal, business, or estate tax funding needs.

Seasoned Specialists, Trusted Results

Our seasoned large case design specialists, medical underwriting directors, and concierge case managers handle your most important clients with competence and care.

Underwriting Made Easy

From application submission to commission, we streamline the underwriting process — making the placement of life policies faster, smoother, and more rewarding.

We make it easy for Financial Advisors to place life insurance policies for personal, business, or estate tax funding needs.
Does your client need $100M – $500M life insurance?  Let’s schedule a Zoom to develop strategy.
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Mail & Overnight Address

CPS Advantage
3020 Old Ranch Parkway #300
Seal Beach, CA 90740