Expert Financial Assistance
With over 25 years of experience, CPS will ensure
you always get the best guidance.
Competitive Insurance
and Retirement Products
We bring decades of proven industry expertise
and offer a vast array of insurance and retirement products
Planning &
Product Guidance
Taking time to understand each client’s profile allows for better
planning advice and product recommendations
Leverage for Clients
Banks can help fund insurance and retirement plans.
This can more double a client’s net benefits.
Proprietary Tools and Solutions
Custom software educates clients on
compelling solutions to solve their problems
Apps & Forms Engine
Access new business and policyholder services forms organized by carrier, state of issuance and product type.
Apply Online
Streamlined application options to save you valuable time. Select from iGo, drop-ticket, fully underwritten, simplified and accelerated underwriting platforms.
Contracting
Everything you need to know about the contracting process including basic contracting requirements, how to get contracted, and downloadable contracting kit for new and existing CPS producers.
Underwriting
The expertise of our staff of underwriters, our established relationships with many of the industry’s top impaired risk carriers, and our substantial production levels assure you the best offer.
Online Quoting
Quote all of your favorite insurance products with a click of the mouse using Vital Suite and WinFlex Web online quoting solutions. In seconds receive a response from top carriers.
Premium Financing
From Estate planning, Business Planning to individuals retirement plans your clients can take advantage of our cutting edge Premium Finance options to leverage their benefits.
Core Lines of Business
Life
We have a passion for sound long-term financial planning. We continuously research and evaluate the best products the industry provides. We help you offer your clients options to suit their needs.
Annuities
We understand you’re saving for all different life events: retirement, a house or simply to build wealth.
Disability Income
We offer a wide range of disability income products, and we understand the complexities of this specialized segment.
Long Term Care
We constantly analyze trends in the industry to provide you and your clients with the most innovative and complete services available.
Kai-Zen
Kai-Zen is the ONLY strategy that uses leverage to help you acquire more of the benefits you need to financially protect you and your family. Its unique fusion of financing and life insurance offers you more protections and the potential to earn more for retirement than you could obtain without leverage.
About Us
Our Mission
Our 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.
The Advantage Of CPS
Industry leading experience, a proven turn-key system, shared best practices and comprehensive practice-building resources.
Core Values
Recognized as a leader in our industry, we believe in giving back to our communities. Above all, we value our reputation for integrity, developing solid partnerships and commitment to excellent service.
The Pillars of Our Success
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</em
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.
Why Choose Us?
Experienced
We have over 20 years experience providing expert financial advice.
Vibrant
A young, enthusiastic team of advisors are always here to help.
Professional
Our financial specialists ensure you get the optimum results.
Strategic Carrier Providers
Testimonials
Here’s what just some of our clients have said
I have been meaning to relay my gratitude to you for all the help and guidance that you have been providing along with the continued good handling of issues as they arise around the several 401k client plans we have been working on together. Your insight, mastery, and professionalism have made things a delight. Thank you for all the help! My processes and approach have been enriched because of your guidance and subject matter expertise. And for that, I am enriched professionally and personally. May I someday be able to pay it forward.
John Walsh — Columbus, Ohio
The Annuity Team at CPS is best in class! The knowledge and know-how they possess is far superior than any other firm I have worked with. I very much appreciate the support they provide me.
Kayoko Nihei
We partnered with CPS in 2014 and not only has it been pleasant but also an extremely educational experience. They are key to our agency and have the tools necessary to meet the needs of our clients. Their team is exceedingly knowledgeable and will give you step by step guidance on completing applications, quoting, and electing the right carrier for your clients. They have been a game changer for our agency and we look forward to continuing our business relationship with them for years to come.
Adam Beach, President of Beach Financial Group
CPS is superb to work with. We appreciate their prompt responses, attention to detail, and expertise from running illustrations to finalizing a policy. Customer services at its finest! We have found CPS to be a “5 Star” rating and highly recommend working with CPS.