CPS Advantage

We make it super easy for Financial Advisors to offer & implement customized insurance solutions. We often act on our Advisor’s behalf as we identify our industry’s best-fit solution, take the app, request the nurse visit, order medical records, negotiate underwriting offers, activate and place coverage in force. The Advisor avoids having to deal with strange company forms & procedures. Their clients work with experienced staff, enabling Advisors to focus on cultivating future clients & accumulating AUM. ✅ Introduce interesting products and strategies to Financial Advisors; make sure they know what’s possible ✅ Analyze the market to identify our industry’s best solution, based on an insurance buyer’s unique needs ✅ Reach out to the applicant to schedule a convenient time to complete the insurance application ✅ Walk the applicant through the online application (or paper, if desired or necessary) ✅ Schedule an insurance company medical exam, if required & prep applicant for optimal outcome ✅ Order and analyze medical records (APSs) and insurance company medical exam results ✅ Overcome unexpected medical or financial underwriting challenges ✅ Negotiate with insurance company medical directors for the most competitive offer(s) ✅ Upon offer acceptance, issue the policy and confirm it was structured correctly; assist with policy placement ✅ Verify the policy has been placed in good order at the insurer & compensation released to the Financial Advisor For complex life insurance designs, jumbo capacity needs, business life insurance, or estate tax funding strategies, our team of experienced professionals is ready to arrange coverage among our industry’s highest retention insurers. The end result is a cost-effective life insurance program that is structurally sound for the long term. If you’re a licensed Financial Advisor and offer life insurance to your customers, let’s put our heads together and explore collaborative opportunities.