Follow Our 3 Step Contracting Process
- AML: The AML (Anti-Money Laundering) refresher course must be completed on a yearly basis. This training can be done online at http://nailba.limra.com/Nailba_default.html or with a 3rd party vendor.
- Annuities and LTC: Be sure that any state-mandated continuing education is current. Many states require to follow up C.E. every 2 years. Applications from agents with non-current C.E. will be rejected and returned to the carriers as mandated by the Department of Insurance in that state.
- Annuities: According to NAIC Model Regulation 275, each agent is required to complete product specific training modules through each insurance carrier prior to the date of an annuity application. Applications from agents who have not completed the training will be rejected and returned by the carriers, according to each state’s requirements. There are10 carriers that require training in all states: American Equity, Athene Annuity, Equitrust, Fidelity & Guarantee, ING USA, Lafayette Life, National Western, North American, and Reliance Standard.
Simply follow the instructions on the first page of the packet, including filling out all applicable pages of the packet. Then submit your completed packet in either typed (PDF) or handwritten fashion to the CPS Licensing Team.
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.