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About Us

Overview

We make it super easy for Financial Advisors to add clients and increase their income based on their knowledge of our industry’s leading life, disability income, long-term care insurance and annuities. Advisors gain access to the latest underwriting exceptions, product niches, and advanced planning strategies. Our approach is conservative, client-focused, and emphasizes results that are structurally sound for the long term.

We also offer Advisors the deployment of our Client Acquisition System.  Clients start looking for you, rather than you having to hustle to find them! Let’s collaborate and convert your painful outbound prospecting initiatives into an effective inbound marketing campaign. Hundreds of your colleagues are already finding several ideal new clients in their inbox daily.  You can arrange to have the same.  Get started today – and experience first results tomorrow! Its free, quick to set up, and fun!

Know What’s Possible

It’s impossible to guide clients through the maze of available risk management options without a thorough understanding of our industry’s most effective tools. We offer to expand your vision of what’s possible in two ways: (1) we provide in-depth product analysis and advanced sales strategies so you can introduce your clients to optimized solutions with confidence; (2) for planning needs beyond your routine practice, collaborate with one of our Experts to look after your clients’ most advanced planning needs.

Compare & contrast Asset-Based LTC, including Asset Care, Care Matters, and MoneyGuard with traditional LTC insurance and hybrid designs Compare & contrast Asset-Based LTC, including Asset Care, Care Matters, and MoneyGuard with traditional LTC insurance and hybrid designs
Assist business owners in developing a properly structured & financed business exit strategy (via transfer to future owner) Assist business owners in developing a properly structured & financed business exit strategy (via transfer to future owner)
Educate business owners on equity-based compensation options to recruit, reward, & retain their industry's top talent Educate business owners on equity-based compensation options to recruit, reward, & retain their industry's top talent
Show ultra-high net-worth clients how they can disinherit the IRS by eliminating forced philanthropy by the death tax Show ultra-high net-worth clients how they can disinherit the IRS by eliminating forced philanthropy by the death tax
Finance 6 & 7-figure life insurance premiums by using other people’s money at competitive rates, conservatively Finance 6 & 7-figure life insurance premiums by using other people’s money at competitive rates, conservatively

three flexible service options

Select one of three easy service options to provide the best possible experience for you and your clients. Match your clients’ needs and your own resources with the service option that most easily accomplishes the desired outcome.  Freely switch between options on a case-by case basis.

About Us

CA Corp. Insurance License: 0E02059

Contact us

 Mailing & Overnight Address

CPS Advantage
6444 E. Spring Street #287
Long Beach, CA 90815

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