- (702) 248-6901
- 8861 W Sahara Ave Ste 260, Las Vegas, NV 89117
In our interconnected digital world, swift communication is essential. But when that communication involves your clients’ most sensitive personal information, robust security becomes paramount. At Creative Financial Services, we understand that protecting this data isn’t just a best practice—it’s a fundamental responsibility. This guide is for financial professionals like you who are new to email encryption or looking to enhance their current security measures.
Your clients entrust you with their personal and financial details – incredibly valuable information and, in the wrong hands, can lead to devastating consequences like identity theft or economic loss. Every time you transmit this data, you’re navigating a digital tightrope. An unsecured email can be easily intercepted, read, or altered, potentially exposing your clients to risk and your practice to significant liabilities.
To this end, PaperClip has released a new, cloud-based email encryption program called Agent4. Agent4 allows you to send your clients’ private information in a secure email environment as well as stay compliant with HIPAA and FINRA regulations. Agent4 has an annual fee of $75 per email account – CPS has secured a 15% discount for the first year.
To sign up for Agent4 please visit https://store.em4securemail.com/Em4signup/ and enter CPS2014 in the coupon code field.
There are a few options available to those who choose to sign up with I-pipeline, including: Apps and Forms only; Apps and Forms including iGo forms; Apps and Forms; iGo forms – plus term rate spreadsheet program.
Build A Website In Minutes! Agentquote’s Proteus Website development product is an easy to use program that allows you to create your own Website with simple drag and drop design tools. The program offers many style templates and the ability to customize 100% of your page. CPS has secured a special discount for our representatives. You can get an Agentquote website for only $40/month, which is 18% off the regular price of $49/month.
For more information, visit: https://agentquoter.com/
Vital Suite of Products includes the rate spreadsheet programs used by CPS for term, UL and LTC, and also includes Vital Signs, which is the program that allows you to see details of carrier financial related information. The product is available through Ebix, which is the same company that supplies CPS with its agency management system, Smart Office.
For more information about using Vital Suite of Products for your agency and down line, visit the Ebix website at: www.ebix.com/VitalSalesSuite.aspx
