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What We Do

As businesses seek new ways to operate in the current environment, they turn to CPS Insurance Services. CPS provides best-in-industry products, services and extensive resources to grow your business.

what we do

CPS Insurance Services continuously strives to be at the forefront of the insurance industry. We are committed to providing industry leading products, service and support to help build in business and in life.

SERVICES

Our underwriting and business management professionals are experts in their fields with current CLU, ChFC and LOMA designations. We are committed to providing dedicated attention and support for all your business needs.

  • Asset Maximization
  • Estate Planning
  • Marketing Underwriting
  • Wealth Transfer
  • Advanced Case Design
  • Application Processing with Status Reports
  • Field Underwriting Expertise
  • Licensing and Contract Processing
  • Point-of-Sale Assistance
  • Policy Processing with Case Management Assistance
  • Strategic Consulting
  • 24-Hour Turnaround Proposal Services

RESOURCES

Our resource capabilities are known throughout the industry. We believe in the value of innovation and staying on the top of the latest information, resources and tools that will help you succeed.

    Website Resources
  • Applications and Forms
  • Case Status Live – Online Case Details
  • Contracting Process Simplified Program
  • Sales Tools and Presentations
  • Vital Signs – Carrier Rating Reports
  • Vital Term/UL/LTC – Rate Spreadsheet Programs

COMPLETE PRODUCTS

We ensure that our portfolio of insurance related products and services is comprehensive, diverse and specialized.

    Annuities
  • Fixed
  • Indexed
  • Multi-Year Guarantees
  • Single Premium Immediate Annuities
  • Terminal Funding
    Life Insurance
  • Guaranteed and Simplified Issue
  • Impaired Risk
  • Indexed Life
  • Survivorship Life
  • Term Life
  • Universal Life
  • Whole Life
    Long Term Care Insurance
  • Association Groups
  • Executive Carve-outs
  • Individual and Joint
  • Linked Benefit Products
  • Multi-Life: Large and Small Employer Groups
    Specialty Products
  • Critical Illness
  • Disability Income
  • Linked Benefits
  • Medical Supplement