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CPS Insurance

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4400 MacArthur Blvd
Newport Beach, CA 92660 United States
9492257157

April 2018

Women’s Breakfast Sponsored by Prudential

April 5, 2018 @ 9:00 am - 11:00 am UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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Free

Shaneon Hohenstein, Regional Vice President with Prudential, will discuss delaying Social Security using Life Insurance and underwriting specific to women’s issues. Then hear from Anahi Prieto, Client Relations Specialist with the CPS Life Team, on “Why we do it?” We hope you will share your morning with us for an event exclusively geared towards education and collaboration to support your business. RSVP below.

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Roth Alternative for High Income Earners

April 5, 2018 @ 1:00 pm - 2:30 pm UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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No topic is more newsworthy, or troublesome, than taxes – especially to high-income earners planning for the future. Consider some recent tax related developments that may significantly impact your savings strategies and outlook. Top Marginal Tax Rate – 37% for tax payers with income over $500K ($600K joint) Long-Term Cap Gains – 20% for top-bracket tax payers If these are concerns with your high net worth clients, an Individual Supplemental Retirement Plan could be the solution for them. A properly structured iSIRP provides clients with tax sheltered cash accumulation, non-reportable - tax-free income with flexible contributions and a 100% guaranteed return of premium feature for the first 7 years.  Ideal Client Profile for the iSIRP Concept Age - 49 Annual Income - $606,376 Net Worth - $3,985,384 Average commissionable premium  $118,000 Contact the CPS Life Sales Team for more information.

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May 2018

Roth Alternative for High Income Earners Meeting

May 17, 2018 @ 1:00 pm - 2:30 pm UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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No topic is more newsworthy, or troublesome, than taxes – especially to high-income earners planning for the future. Consider some recent tax related developments that may significantly impact your savings strategies and outlook. Top Marginal Tax Rate – 37% for tax payers with income over $500K ($600K joint) Long-Term Cap Gains – 20% for top-bracket tax payers If these are concerns with your high net worth clients, an Individual Supplemental Retirement Plan could be the solution for them. A properly structured iSIRP provides clients with tax sheltered cash accumulation, non-reportable - tax-free income with flexible contributions and a 100% guaranteed return of premium feature for the first 7 years.  Ideal Client Profile for the iSIRP Concept Age - 49 Annual Income - $606,376 Net Worth - $3,985,384 Average commissionable premium  $118,000 RSVP to Anahi Prieto at aprieto@cpsinsurance.com or call directly at 949.225.7162. Not local? Join us via webcast. Click here to register.

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June 2018

Lunch & Learn with GWG Life (Orange County)

June 12, 2018 @ 11:00 am - 12:30 pm UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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CPS Insurance Services is pleased to partner with GWG Life, LLC to bring you the LifeCare Xchange®, a new way to engage with your senior clients who no longer want, need or can afford their life insurance policies. How would you like to be able to potentially get your clients 5 to 8 times the surrender value of their life insurance policies and receive compensation for it? Attend this special presentation to learn how to help your clients use the value of their life insurance policies in a way that better suits their current needs and desires. Please RSVP as lunch will be provided. RSVP to marketing@cpsinsurance.com.

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September 2018

Women’s Breakfast Meeting Hosted by Prudential

September 12, 2018 @ 9:00 am - 11:00 am UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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Join Prudential's Regional Vice President, Shaneon Hohenstein, as she goes in depth on: Business Underwriting - an overview of what it takes to financially secure your clients' business insurance Sales ideas for positioning life insurance with Business Owners in today's tax environment Ovation presenting And CPS Director of Underwriting, Laura Butler, will offer some advice on creating Cover Letters and Financial Underwriting. Space is limited - register now! RSVP to marketing@cpsinsurance.com.

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November 2018

Women’s Series | Breakfast Meeting with Principal & ExamOne

November 7, 2018 @ 9:00 am - 11:00 am UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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RSVP for our next Women's Breakfast Meeting with Sherry Flint of Principal Life & Patty Garcia from ExamOne. AGENDA Evolving the Path to Purchase - Lena Garcia, Vice President of Business Services with CPS Accelerated Underwriting - Sherry Flint, Regional Vice President with Principal Life Paramed Exam Preparation - Patty Garcia, Business Development Executive with ExamOne Space is Limited - Register Today!

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March 2019

Changing the Focus of LTC Discussions

March 20 @ 4:00 pm - 5:00 pm UTC-8
CPS Insurance, 4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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Join the CPS LTC Team and Shawn Britt, Nationwide’s Director of Long-Term Care & Advanced Consulting, for a discussion on how to protect your clients by Changing the Focus of the Long-Term Care Discussion.

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