| Annuities |
Contact Information | Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Apps and Forms | Contracting | Agent Education | Client Handouts | Broker Sales Tools | Multimediea Presentations
News & Updates• AVIVA Letter to BGAs Regarding Class Action Settlement
• AVIVA Class Action Settlement Agent Quick Facts
| Dean Walsh, FLMI, AAPA, ACS - Manager, Annuity Marketing Advanced case design, product information/education, illustrations Phone - (800) 326-5433 ext 143 Direct Fax - (949) 225-7143 Mobile - (949) 375-3432 Email: dwalsh@cpsinsurance.com |
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Eric Neilsen - Associate, Annuity Marketing |
 Click here for a copy of 11/07 Broker World article highlighting CPS Insurance Service’s Annuity Department |
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| Scott White, AAPA - Associate, Annuity Marketing Advanced case design, product information/education, illustrations Phone - (800) 326-5433 ext 128 Direct Fax - (949) 225-7128 Mobile - (562) 587-8909 Email: swhite@cpsinsurance.com |
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| Ryan O’Toole - Associate, Annuity Marketing Case design, production information and education, illustrations Phone - (800) 326-5433 ext 149 Direct Fax - (949) 225-7149 Mobile - (310) 995-1790 Email: rotoole@cpsinsurance.com |
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| Serena Archuleta - New Business and Licensing Manager Phone - (800) 326-5433 ext 174 Direct Fax - (949) 225-7174 Email: sarchuleta@cpsinsurance.com |
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| Megan Ibarra - Annuity New Business & Licensing Phone - (800) 326-5433 ext 113 Direct Fax - (949) 225-7113 Email: mibarra@cpsinsurance.com |
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| Ivette Doyle - Annuity New Business & Licensing Phone - (800) 326-5433 ext 116 Direct Fax - (949) 225-7116 Email: idoyle@cpsinsurance.com |
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| Fixed Annuity Products | 49 K | Current Rates ( All Annuities) | 27 K |
| Index Annuity Products | 33 K | Multi-Year Guarantee (CD Type) Annuity Rates | 30 K |
| LTC Annuity Products | 68 K | Upcoming Rate Changes |
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Click here for a listing of various incentives offered by insurance carriers available through CPS Insurance Services Annuity Dept.
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Your Baby-Boomer clients are being bombarded with advertisements highlighting “Income Planning”. Prospects have worked hard to ensure they will have enough money to retire, now is your opportunity to help them create an income plan to meet their needs. Visit the Income Planning section to obtain everything you need to turn prospects into clients. In this section you will find a wide array of client approved handouts, agent training guides, multimedia presentations and income product marketing materials to prepare you to tell the Income story.
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| Estate Maximizer II - SPWL |
| Health Rated Single Premium Immediate Annuities |
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The Index Annuities section contains Client Handouts, Product Information, and On-Line Video Presentations.
Click here to visit the Indexed Annuities section
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Please complete one of the forms below with the requested information. Specify in the comments section of the form, the product you wish to see quoted. If no product is specified a quote cannot be illustrated. Multiple products can be quoted from one request if specified in the comments section.
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Save time and money! Get contracted faster and easier! Now available to you is CPS’ on-line contracting program.
Click here to get contracted.
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Click here for state Annuity CE requirements
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These CLIENT APPROVED ANNUITY HANDOUTS are perfect for agents and representatives looking for non-product specific, point of sale handouts focused on illustrating to your clients the many benefits of annuities. Topics include the BENEFITS OF TAX DEFERRAL, COMPARING ANNUITIES TO ALTERNATIVE SAVINGS VEHICLES, SPLIT and STRECTH ANNUITY and many others….
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These BROKER TRAINING TOOLS are great training pieces for both the new and seasoned annuity sales representative. These pieces are focused on assisting you through various aspects of the sales prospect from IDENTIFYING AND DEVELOPING PROSPECTS, SELLING POINTS, HOW TO ASK MY CUSTOMERS TO MAKE A DECISION and many other important topics to help you make the sale.
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The presentations below are large and may take a while to download. Please "Right-Click" and select "Save Target As" to save them on your computer.
| Agent Training Presentations (NOT for client use) |
| Annuities Sales Ideas for Tax Season If you could offer your clients a solution on how to lessen their current tax bill, would you? The answer would no doubt be YES! Please see the link below for a new interactive Brainshark showing how annuities can offer tax solutions for your clients. Click here view the Brainshark: |
| ANICO - Palladium Multi-Year Guarantee Presentation |
| ANICO - Training - What is a 401k Plan |
| ANICO - Transistions Estate Annuity Presentation |
| ANICO - WealthQuest III Variable Group Annuity |
| ING - Fixed Annuity Guidelines |
| LBL - Allstate Treasury-Linked Annuity |
| LBL - AssetMax |
| LBL - CharityLinc |
| LBL - Saver's Index Annuity Plus and Saver's Index Annuity Premier |
| LBL - Saver's Index Annuity |
| LBL - SureHorizon Annuity Series |
| Old Mutual - Safety Index Annuity Presentation (executable - zipped file - 33.66 MB) |
| United of Omaha - Income Access SPIA |
| Client Product Presentations (Intended for Point of Sale use) |
| AIG - Building Your Business With Income Annuities (PowerPoint - 6.21 MB) |
| ING - Secure Index Five Annuity Client Presentation (executable - 7.51 MB) |
| ING - Secure Index Seven Annuity Client Presentation (executable - 6.74 MB) |
| ING - Secure Index Opportunities Plus Annuity Client Presentation (executable - 9.08 MB) |
| ING - The Envoy 3 Fixed Indexed Annuity (executable - 15.9 MB) |
| LBL - Allstate Treasury-Linked Annuity - Customer Approved |
| LBL - Saver's Index Annuity Presentation (executable - 7.49 MB) |
| West Caost Life - Index Advantage Annuity (executable - 18.53 MB) |
| Product Specific Micro sites |
These specially designed websites give detailed information regarding specific products offered through our carrier partners. Each site may contain client brochures, current interest rates, presentations and anything else you will need to become an expert on the product you are interested in. |
| ING - Envoy 3, 6, 9 |
Contact Information | Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Contracting | Agent Education | Apps and Forms | Client Handouts | Broker Sales Tools | Multimediea Presentations
 18551 Von Karman Ave., Suite 150 / Irvine, CA 92612 Phone 949.863.0700 Fax 949.863.9318 |
| The CPS Insurance Services web site is maintained exclusively for active producers contracted with carriers through CPS, and is intended for agent use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CPS Insurance Services web site by its users is strictly prohibited. The list of registered CPS web site users is reviewed for business-related activity on a regular basis. Only registered users will receive site support of any kind. Comments and suggestions are encouraged. |