Welcome
NAIBD Fall Technology & Compliance
Symposium Attendees

CPS Insurance Services specializes in partnering with Broker-Dealers to help them address their compliance and support concerns for non-securities insurance products. Our business-to-business partnership model allows our partners to create profitability from a potential liability of outside business.

Our Broker-Dealer partners take full advantage of our expertise and knowledge of the insurance industry. Services include:

Fall
Technology & Compliance
Symposium
October 1, 2007 8AM-6PM

NASDAQ Marketsite
Four Times Square
New York, NY

For additional information about the Fall NAIBD Technology & Compliance Symposium event, go to http://www.naibd.com/TSfall2007.htm

Comprehensive Brokerage Support – In our 33 years, we have developed time-tested workflows for getting business placed with our full spectrum of insurance carriers. Product lines include life, health and long term care insurance as well as annuities and disability income products.

Insurance Compliance Consulting – CPS has remained at the forefront of compliance consulting for firms that wish to maintain increased levels of due diligence, supervision and compliance support.

Enhanced Recruiting Abilities – We will work with your integration team to increase recruiting efforts to Registered Reps who need support from an insurance back office. We are happy to meet with your prospects to further outline the benefits of joining your firm.

Training – Your Reps can take advantage of our network of online web conferences, on-site meetings and individual assistance for concepts or products that are new to them. In addition, we can custom tailor marketing programs to suit the unique needs of your firm through Broker/Dealer specific web conferences and meetings.

Advanced Planning and Large Case Support – Our team of advanced planning experts, including our on staff Advanced Planning Attorney, will aid your Reps in cases design, pre-underwriting and sales training. Marketing representatives are available for point of sale and conference calling with your high net worth clients to help your Reps get the sale.

Call us today to discuss the aspects of your business that concern you the most. We want to learn what makes your firm different in order to design a comprehensive plan that best suits your unique needs.

Dean Walsh
Broker / Dealer Relationship Associate
(800) 326-5433 ext 143
Email: dwalsh@cpsinsurance.com

For more information about CPS Insurance Services and how we can help you grow your business, register and log onto our Web site at www.CPSInsurance.com


CPS Insurance Services, since 1974 — providing firms with the top Companies, the most competitive Products and the best Service in the industry.


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CPS Insurance Services, Inc.

 18551 Von Karman Ave., Suite 150 / Irvine, CA 92612
Phone 949.863.0700 Fax 949.863.9318

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