Henderson, NV 89014

1057 Whitney Ranch 3rd Floor

(702) 248-6901

Providing a secure future for families across America since 1974

Henderson, NV 89014

1057 Whitney Ranch 3rd Floor

(702) 248-6901

Sales Process

The key to long-standing success is having a simple and repeatable sales process.

CPS has provided a basic overview of the sales process with resources to help you along each step of the way.

Getting Started

All life insurance brokers need to complete certain pre-requisites before they can begin to solicit business. This section is dedicated to giving you a starting point for completing and maintaining your on-going requirements.

  • AML Training
  • Comprehensive Licensing Kit
  • E&O Insurance

Pre-Sale Planning

The key to converting on your sales opportunities is in the pre-sale planning.  By obtaining accurate and current client information, your partners at CPS will be able to provide you with the most efficient solutions to meet their individual objectives. This section includes various resources to help you gather these corresponding client inputs most efficiently and initiate a successful sales process.

  • Fact Finders
  • Impaired Risk Underwriting
  • Request For Life Insurance Quote
  • Product Information
  • Order Your Own Exam
  • Online Quoting (Vital Suite / WinFlex Web)

Apply Online

Save valuable time. Expedite the commission process. Streamline your business with new electronic submission options.

Request A Quote

Request a Life quote online or by fax. You will receive a response from our Life team in 48 hours or less.

Sales Process

The key to long-standing success is having a simple and repeatable sales process. Here you will find an overview of our proven process along with resources to guide you every step of the way.

Producer Education

CE Providers, LTC Educational Brainshark Presentations, Professional Designations, Useful Websites, and more.

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.

Kayoko Nihei

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.

Kim Buhrow

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