Our mission is focused on seeking-out opportunities for our colleagues and clients to obtain quality, affordable products and solutions to help them eliminate financial worries and, ultimately, realize their retirement dreams.
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.
We never forget that our clients have a choice as to where they can do business. Therefore, we are committed to strive for 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.
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 we do and every product and service that we represent.
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 is the driving force that continues to move us forward. To remain competitive, we must continue to use innovative thinking and take risks. We thrive in this environment by constantly searching for fresh perspectives, reinventing business processes and creating innovative strategies and meaningful solutions.
We know that a majority of our success is based on the standards against which we judge ourselves, all of our actions and our advancements
We are committed to our clients, fellow team members and our communities
We strive to reach the goals we have set out for ourselves to deliver the best-in-class service, comprehensive resources and complete products
We believe that we make a difference. We ensure our values are upheld in each aspect of our business and in every transaction
We understand this is a team effort. We work together to develop solutions for our clients to deliver the best possible services and products in the industry
We are focused on being a values-based organization of individuals who provide best-in-industry products, services, and support to the insurance and financial services industries. Today, CPS enables its forward-thinking affiliates and people to succeed, in business and in life
Strategic Carrier Providers
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.
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.