• (702) 248-6901
  • 8861 W Sahara Ave Ste 260, Las Vegas, NV 89117
Agent Access

More Than Just Guides: Tools for Your Success

Marketing

marketing-sales-tools-creative-financial-services

Your Focus is Your Clients; Your Growth is Our Support: Marketing Resources from Creative Financial Services

At Creative Financial Services, we deeply respect that your primary commitment and unwavering focus are dedicated to serving your clients and their best interests. In the dynamic environment of May 14, 2025, this dedication often means your time and energy are fully invested in providing exceptional advice and personalized service. This can leave little room for the equally important task of developing compelling print and digital marketing collateral to drive your business growth initiatives.

Annuities Sales & Marketing Resources

These Client Approved Annuity Handouts are perfect for producers and representatives looking for non-product specific, point of sale handouts focused on illustrating to your clients the many benefits of Annuities. Topics include the Benefits of Tax Deferral, Comparing Annuities to Alternative Sales Vehicles, Split and Stretch Annuity and more.

Client Email Marketing Campaigns

Connect with your clients and generate new prospective leads with CPS turnkey email marketing campaigns. The campaigns are available in a variety of topics that educate your clients across all lines of business. CPS Sales & Marketing team is available to help you launch your first campaign today.

Click to Learn More 

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.

Products

Services & tools

Strategic Carrier Providers

prudential4-1_400_400
prot_400_400
new_securian_logo_resized_1_400_400
principal_400_400
moo_400_400
lfg_400_400
jh_400_400
allianz_400_400
atlantic_400_400
lga_400_400
AIG_400_400

Testimonials

"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
John WalshColumbus, 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
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
Adam BeachPresident 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
Kim Buhrow