Providing a secure future for families across America since 1974
Call us today: (949) 863-0700

About CPS

About CPS

 

A Comprehensive Resource & Complete Platform To Help You Grow Your Business.

CPS Insurance Services (CPS) is the nation’s leading independent marketer of individual products to successful financial and insurance professionals.

Specializing in Annuities, Disability Income, Employer Benefits, Life and Long-Term Care products, CPS is more than the most comprehensive resource for premium products and services. We are focused on being the best provider in the industry, through the sum of the relationships we’ve cultivated over four decades.

We are a values-based organization of individuals who provide best-in-industry products, services and support to the insurance and financial services industries. Today, we enable our forward-thinking affiliates and clients to succeed, in business and in life.

Our Mission

love_360_logo_smOur mission is to love as many people as possible every day, while providing opportunities, protection and peace of mind to our families, colleagues and communities.

Leadership

Core Values

Since 1974, we have continued to grow organically as an organization, while successfully retaining our core values.
Collaboration
We all share a common cause to partner with one another to present the best possible solutions for our clients. We openly share ideas and collectively seek out creative and innovative ways to better serve our clients. We foster collaboration while upholding individual accountability. We recognize one another’s accomplishments and make an effort to create an efficient, friendly and fun work environment.
Creativity
Creativity is the driving force that continues to move CPS forward. To remain competitive, we must continue to use innovative thinking and take risks. We thrive in this environment by constantly bringing fresh perspectives, reinventing business processes and creating innovative strategies and meaningful solutions.
Excellence
We never forget that our clients have a choice as to where they can do business. Therefore, we are committed to offering best-in-class service and are dedicated to optimizing tried-and-true standards and processes. We collectively share accountability for gaining our clients’ loyalty and trust. No matter what our role within the company, the goal is to be the best that we can possibly be. Evolution should be constant through our efforts to always search for a better way to do our work.
Integrity
We develop trust by upholding the highest ethical standards and practices. We emphasize our commitment to act with integrity and honesty in all interactions with our clients, fellow team members and our communities. We treat others as we wish to be treated – no excuses.
Passion
We never forget that we have the ability to make a significant difference in the lives of others. We ensure that our passion and pride is demonstrated in everything that we do and every product and service that we represent.

The Advantage Of CPS

Over Four Decades Of Experience
Industry leading experience, a proven turn-key system, shared best practices and comprehensive practice-building resources.

CPS Insurance Services is the nation's leading independent marketer of individual products to successful financial and insurance professionals. We are a comprehensive resource and complete platform to help you grow your business.

With over four decades in the industry, we are an engine with a full range of products, knowledge and services to support your business.

Expertise
A Personalized Commitment To Excellence

At CPS, we are committed to providing industry leading products, service and support through exceptional people. We stay current with today’s changing products, trends and regulations, providing the latest information through our highly trained experts, available to support and assist you with services to build your business.
Personalized Service & Support
Personal. Professional. Empowering.

At CPS, we take pride in our ability to provide seamless, personalized back office support and services.
Operating as a virtual extension of your office, CPS will empower you to streamline your business for success. From 24-hour turnaround proposal services and point-of-sale support, to advanced case design and management, our team of experienced professionals are always ready to assist. Rely on us for no-nonsense recommendations, objective analysis, sound strategies, industry insights, candid opinions and smart solutions.

By bridging the gap between our carriers and our financial professionals, CPS connects people with what they need to excel, and our experience and resources create excellence. We’ve earned our producers’ trust by consistently meeting their needs and exceeding their expectations. You can rely on our extensive, personalized back office support to put you on the fast track to success.


  • A Complete, Organized Platform

  • Access to all Major Life Insurance Companies at the Highest Compensation Levels

  • Advanced Case Design

  • Application Processing with Status Reports

  • Capitalize on Non-Core Business Lines Without Increasing Overhead

  • Efficiency & Cost Effectiveness

  • Established Partnerships

  • Field Underwriting Expertise

  • Four Decades of Industry Best Practices & Expertise

  • Highly Personalized Service & Rapid Response

  • Leverage Professional Expertise and Practice Management Solutions

  • Licensing and Contract Processing

  • Personalized and Resource Driven to Help You Grow Your Business

  • Point-of-Sale Assistance

  • Policy Processing with Case Management Assistance

  • Premium Products

  • Reliable Resources

  • Strategic Consulting

  • Up-to-Date, Real Time Industry Knowledge and Instant Access to Products Through the Best Information Technology Platform in the Industry

  • 24-Hour Turnaround Proposal Services




Established Partnerships
Elevating Your Success

CPS is a well-established leader and exceptionally positioned in the industry. The carrier relationships we’ve cultivated over the past four decades distinguish us and enable us to offer truly unsurpassed products, services and support.

We’ve built our reputation of success by always operating with integrity and an underlying spirit of collaboration and partnership towards the benefit of our producers.

Connect and capitalize on the synergy of services.

Reliable Resources
Tools And Resources At Your Fingertips

We deliver an advanced set of online tools and materials supporting all areas of your business. We provide you with up-to-date information and seamless usability that makes it easy to accomplish your business goals.

Through our website we support you with:

  • 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



Efficiency
Fast. Responsive. Detailed.

We understand that in this day and age, information travels quickly and you need to be able to react promptly.

At CPS, we pride ourselves on our speed and efficiency, without sacrificing professionalism and quality. Our specialists are the best in the industry and are always on call getting proposals turned around quickly, often within minutes.


Complete. Comprehensive. Products.
Building Financial Security

We pride ourselves on providing our valued producers a comprehensive portfolio of insurance related products and services.

Annuities

  • Fixed

  • Indexed

  • Multi-Year Guarantees

  • Single Premium Immediate Annuities

  • Structured Settlements

  • Terminal Funding



Life Insurance

  • Guaranteed and Simplified Issue

  • Impaired Risk

  • Indexed Life

  • Survivorship Life

  • Term Life

  • Universal Life

  • Whole Life



    • Long Term Care

    • Association Groups

    • Executive Carve-outs

    • Individual and Joint

    • Linked Benefit Products

    • Multi-Life: Large and Small Employer Groups




    Specialty Products

    • Accidental Injury Insurance

    • Critical Illness

    • Disability Income

    • Linked Benefits

    • Medical Supplement

    • 401k