Group Retirement / 401(k) and 403(b) Plans
Group Life and Accidental Death & Dismemberment
Group Health & Dental Insurance
Group Disability Insurance
What sets us apart from the competition?
Our risk management team approach combined with results-oriented consulting, brokerage services, and seamless administration support. With over 20 years of industry experience, our experts offer in-depth plan design experience, access to the industries best options, flexible features, customized in your client’s unique situation. We can be your back office or provide point-of-sale service from beginning to end.
We focus on working diligently with you to ensure outstanding results and lasting relationships with your small to mid-sized business owner clients from 50 lives and larger.
We will work with you to analyze the needs of your clients to define long-term goals we will design our strategic plan around.
We perform a comprehensive market analysis aimed at the most viable carriers and work with you to present our recommendations and close the sale.
To optimize the success of this marketing process, we can include the best practices benchmarking study of your clients’ company against firms in their industry, and assess their status as it relates to Health Care Reform, program cost-effectiveness and compliance.
Health and benefits consulting practice works with employers to develop customized benefits plans that drive engagement, promote responsibility and accountability, help participants manage health risk and chronic conditions, and reduce absence.
We will collaborate with your client to design a strategic plan focused on achieving the goals the company has defined for the plan. We will make sure the plan achieves the protection and the strategic benefits goals of the company benefits package to include: retirement, wealth management and executive benefits.
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.