More Than Just Guides: Tools for Your Success

Business Insurance Planning

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

Sample documents and concept overviews related to business insurance.

Buy Sell Docs

Buy Sell Review RFP1

Cross Endorsement Buy-Sell Strategy

Cross Purchase Design

Deferred Comp

Entity Buy-Sell

Keyman Brochure

Life Insurance Retirement Supplement

Split-Dollar Arrangement

Supplemental Income

Family Business Succession Planning

Did you know that less than one-third of family businesses survive into the second generation, and only about 13% make it into the third generation.

Mutual of Omaha has developed a turn-key platform to help your clients successfully transfer their business to the following generation.

Principal B.O.E.S. Platform (Business Owner & Executive Solutions)

The Principal Financial Group offers business owners and their executives a variety of solutions to address their business and personal financial needs. These solutions have been categorized into six primary need areas, each with its own set of core marketing materials.

Business Protection
Exit Planning
Income Protection
Retirement Income
Survivor Income
Wealth Transfer

BOES Action Plan

BOES Business Valuations Fact Finder

BOES Flyer Generate Sales With Buy Sell Review

For more information please visit the BOES Microsite at: http://www.principal.com/boes/

Tax Legislation: Notice and Consent Requirement

Most advisors are not aware that if proper notice and consent is not documented prior to having a policy issued when the employer is the policy owner, the death benefit can be subject to income taxation.

The brochure below provides additional details, as well as, a sample notice and consent agreement for when the insurance carrier does not offer a proprietary form.

Products

Services & tools

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."

More Than Just Guides: Tools for Your Success

Business Insurance Planning