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
For these opportunities, you can talk to one of our Experts. They’ll take good care of clients who sophisticated guidance with Advanced Planning Strategies.
Place Giant Life Insurance Cases with Confidence
Open huge life insurance cases you'll remember for the rest of your career. Help your clients gain access to expertise in advanced business planning settings or with sophisticated estate tax mitigation strategies.
Our Experts are well-known Financial Advisors in their respective fields. They'll solve your clients' most unique business succession, executive benefits, estate tax funding, premium finance, and increasingly complex long-term care funding needs.
Services are provided on a joint work basis, as negotiated by you with the Expert. You have the option to completely hand off the opportunity to the Expert and us, enjoying peace of mind, knowing your most successful clients are looked after by the best in the business. You'll be rewarded very handsomely for the opportunity!
Our Experts are industry leaders in their respective area of expertise. Meet them and introduce yourself.
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.
