The most competitive offers in the marketplace.
For over three decades, through the creation of the next best practices, we’ve provided industry-leading impaired risk underwriting support. The expertise of our staff of underwriters, combined with a track record of success with each of the industry’s top impaired risk carriers resulting in substantial production levels, assures that each of your clients receives the best possible offer.
Quick Quote underwriting; thorough case analysis; long-standing relationships with Chief Underwriters, and the experience to negotiate ‘to a yes from a no’ on a tough case – we do it often, and we do it well.
In this section, you will find underwriting informal inquiries, quick quote questionnaires, and standard underwriting questionnaires.
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.