What is The CPS Advantage?
CPS Advantage is a boutique life insurance brokerage general agency (BGA). Financial Advisors work with us because we introduce them to products their clients can use to manage risks or mitigate taxes. We make it easy to place large life policies with advanced business and estate tax planning strategies.
What differentiates us from our peers?
We focus on the personal touch. You can easily reach us by phone, text, or email. Or, let’s schedule a Zoom. No chat bots! We custom design each case, based on what your client is trying to accomplish. We pre-underwrite cases from a medical and lifestyle perspective, enabling you to direct applicants to the insurer that offers the best underwriting and lowest premium. We also contribute to the growth of your income by contacting you at your clients’ term conversion anniversaries, end of level premium periods, and other times it makes sense to reach out to clients to review their life insurance strategy.
How do you handle medical and/or financial underwriting challenges?
Your underwriting challenges are in good hands with us. Our team of four medical underwriting directors stand by to assist. You will experience an extraordinarily high placement ratio, reducing your cost of doing business significantly. Your clients will be happy when you deliver policies, priced as expected, quickly.
Is your compensation competitive?
CPS Advantage is appointed at each carrier’s top level, enabling us to design a compelling compensation package for you. Bonus compensation is generously shared with you, based on your total annual premium volume, placement ratio, average case size, and other quality of business metrics.
How do I get started?
Call us at (562) 431-4000 or schedule an introductory Zoom. Let’s get started so you can begin to experience The CPS Advantage, starting today!
