Increase your knowledge > increase your income
Client acquisition system > add new clients daily, with ease
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 leading life, disability income, long-term care insurance and annuity solutions & underwriting exceptions. Enjoy more free time by handing off paperwork to our Concierge Application Specialists. Invite our Experts to guide your ultra-high net-worth business owners and executives toward advanced planning strategies that are optimized just for them. Accelerate the growth of your practice by deploying our Client Acquisition System. It’s free, easy to set up, and fun!
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
Tobacco Users Qualify for NON-Tobacco Rates Cutting Premiums in Half
Daily cigar smokers, tobacco chewers, and dippers, even those with a positive lab specimen (HOS), can now qualify for non-tobacco life insurance rates, cutting premiums in HALF! One highly rated brand name insurer even offers […]
Turn Al Granum’s 10-3-1 into 50-20-10
Financial Advisors: Don’t limit yourself to prospecting strategies developed in the 1960s! Put them on steroids by taking advantage of LinkedIn’s newest client acquisition tools. It’s free, quick to set up, and can be done compliantly. […]
Potential Advantages of Layering Large Life Insurance Applications
Life insurance applications for tens of millions of dollars – sometimes much more – are commonly purchased to secure a large loan, to facilitate the transfer of a business, or to pay death taxes. Individuals […]
Endless Collaborative Opportunities
Turn The CPS Advantage into YOUR Advantage
Let’s Get Started Today!
