More Than Just Guides: Tools for Your Success

Life Sales & Marketing Resources

Business Insurance Planning

Comprehensive sales and marketing resources to help you identify opportunities and implement business planning concepts.

Principal B.O.E.S. Platform (Business Owner & Executive Solutions)
Family Business Succession Planning
Tax Legislation

Carrier Partner Microsites

Many of our carrier partners have created microsites filled with sample documents, advanced planning concepts, and various tools that can help expand your available sales resources.

Client Email Marketing Campaigns

Connect with your clients and generate new prospective leads with CPS turnkey email marketing campaigns. The campaigns are available in a variety of topics that educate your clients across all lines of business. CPS Sales & Marketing team is available to help you launch your first campaign today. Contact us to get started.

Fact Finders

Whether pursuing a personal needs sale or a business marketplace sale, CPS Insurance can provide a fact finder that can be co-branded with your personal contact information.

Guaranteed & Simplified Issue Underwriting

We can help you provide your clients with products that do not require a medical examination.

Simplified Issue solutions allow your clients to qualify for insurance by answering a series of questions related to their current health.
Guaranteed Issue solutions allow your clients to obtain life insurance without any qualifications. No medical questions and no medical exam necessary.

Foresters PlanRight Rate Book

Foresters PlanRight Whole Life- Producer Brochure

Foresters PlanRightWL

Guar; Simp Issue – UHL – Agent Guide

Guaranteed Issue – UHL – Customer Guide

Transamerica – Product And Underwriting Guide

Law Firm Partners: Vogt, Resnick & Sherak, LLP

CPS has partnered with a local law firm to provide our producers with an outlet for affordable and reliable legal and consultative services.

The Law Firm of Vogt, Resnick & Sherak, LLP has over 120 years of collective legal experience providing high-quality legal services and solutions to businesses and individuals in a wide range of matters. The firm holds an “AV” rating, the highest professional rating possible, from the National Legal Directory Service of Martindale-Hubbell.

To obtain additional information about the firm and its services or to arrange an introductory call/meeting, please contact your dedicated CPS Sales Team.

Policy Holder Services

A list of all of our carrier’s policyholder services phone numbers. These numbers can be used to service your client’s existing policies including conversions, policy change requests, and to determine current policy status.

Life Policy Holder Services

Policy Review Kit

Making policy reviews a central part of your practice can help you strengthen existing relationships with clients and help you grow your business.

CPS has a turn-key Policy Review Kit making it simple to engage your clients and analyze their current policy performance, benchmark against alternative solutions and provide the proper recommendations to ensure that their policy meets their insurance objectives.

Special Needs Planning

Individuals who are described as having “special needs” fall into a wide spectrum of persons with physical, mental and emotional abilities.

CPS and John Hancock can help you analyze your clients’ financial situation, assess care needs and create a Special Needs Trust (SNT) funded with life insurance.

Strategic Carrier Providers

Testimonials

"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."

"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."

"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."

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."