Collaborating With Our Experts
We work with Financial Advisors who are just getting started. Others have been in the business for decades, but are now focused on managing their clients’ investments. Some are P&C agents, health insurance focused, or Medicare specialists. Most have clients who need help with:
- Key-Person Insurance
- Buy-Sell Agreement Funding
- Business Succession Planning
- Estate Tax Mitigation Strategies
Place Giant Life Insurance Cases with Confidence
Let’s Get Started Today!
You have your preferred way of doing business and it may not be immediately obvious the next steps to take. Schedule a quick call, or Zoom, with a CPS Advantage Marketing Representative, or send us an email for a callback. Let’s put our heads together and adapt our services to work well for you, so you can focus your energy on growing your business.