We work with several thousand Financial Advisors, coast to coast. Some of them are just getting started. Others have been in the business for 50+ years. Most now prioritize accumulating Assets Under Management, leaving the placement of insurance policies to others.
Whatever of your experience level, focus, or internal staffing resources, we have a service model we can adapt to make your placement of life insurance policies effortless.
Review the options and then just select a model that feels right. We can change it at any time, or even apply different options based on your needs for a given case. Take the lead and tell us what works best for you and your team.
Service Option A: “We Do it All” Concierge Application Services
Service Option B: Experts Develop Customized Advanced Planning Solutions
Service Option C: Traditional Brokerage Services
Which Service Option is Right for You?
You have your preferred way of doing business and it may not be immediately obvious which Service Option makes the most sense for you. Schedule a quick call, or Zoom, with your 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.