In today’s economic world, many people have estate liquidity need far greater than they imagine and CPS’ Advanced Planning Representatives are available to work with you to help meet your client’s Advanced Planning needs.
The first step in Estate Planning is to help the potential client identify their specific needs. Many times both the need and the solution can be developed using a “yellow pad” approach. This gives the potential client a clear impression that everything being done is for him or her on a custom, personal basis, rather than imposing a “fit into the mold” approach.
Depending on your particular needs, CPS can provide you with expert assistance from design concept interaction, to joint sales calls and discussion with the prospective client’s attorney or accountant. If you and your clients are close to the Newport Beach, California area, CPS’ conference facilities also offer a convenient, no-pressure meeting location for you and your clients.
Contact CPS’ Advanced Planning Representatives directly to utilize the expertise from years of experience. We are here to help provide both you and your clients a number of solutions that can fit their Advanced Planning and Estate Planning needs.
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.