Request a Life Insurance Quote
Request a Life quote online. You will receive a response from our Life Team in 48 hours or less.
The CPS Life Team leverages over 35 of the industry’s leading insurance carriers to provide custom solutions designed to meet your client’s specific needs.
Solutions that protect business owners and their employees.
A comprehensive resource for best-in-class advanced planning support provided by industry experts that are focused on providing great service.
Providing customized strategies for families and loved ones.
Request a Life quote online. You will receive a response from our Life Team in 48 hours or less.
Comprehensive sales and marketing resources to help you identify opportunities and implement business planning concepts.
Cross Purchase Buy-Sell Arrangement
Entity Purchase Buy-Sell Arrangement
Equity Loan Regime Split Dollar Plan
Executive Bonus Arrangement (IRC 162 Bonus)
Non-Equity Endorsement Split Dollar Plan
Nonqualified Deferred Compensation Plan
Whether you are pursuing a personal needs sale or a business marketplace sale, CPS Insurance can provide a fact finder which can be co-branded with your personal contact information.
We can help you provide your clients with products that do not require a medical examination.
A list of all of our carrier’s policy holder services phone numbers. These numbers can be used to service your client’s existing policies including conversions, policy change requests, and to determine current policy status.
Making policy reviews a central part of your practice can help you strengthen existing relationships with clients and help you grow your business.
CPS has a turn-key Policy Review Kit making it simple to engage your clients and analyze their current policy performance, benchmark against alternative solutions and provide the proper recommendations to ensure that their policy meets their insurance objectives.