About Us
Overview
We support Financial Advisors and their clients with advanced keyperson, executive benefits, and business succession planning, taking advantage of the unique tax-benefits only life insurance can offer. We deploy tax-free wealth conveyance strategies for ultra-high net-worth business owners and executives.
Once a client is ready to move ahead with an application, we make placing the case effortless. Our Concierge Application Services Team takes the app, request paramedicals, orders medical records, negotiates underwriting offers, activates and places coverage on your behalf. From submission to commission, life insurance the fast and easy way!
Gain access to more interesting clients & boost your income substantially by inviting one of our well-known Experts to work with your ultra-high net-worth business owners and executives. Five & six figure commission drops come easy when you collaborate with industry specialists who bring decades of talent into a conversation.
From routine term applications to the largest cases our industry has written, we take good care of you. By handing off the more tedious aspects of insurance placement to us, you are freed up to acquire new clients, manage their AUM, or play an extra round of golf, while we take care of the details.
Are you ready to turn The CPS Advantage into YOUR Advantage? Let’s get started today!
Know What’s Possible
Guide your clients through the maze of increasingly complex risk management options based on your knowledge of our industry’s top solutions. We offer to expand your vision of what’s possible by providing you with in-depth industry-leading product analyses and advanced sales strategies. For advanced planning needs beyond your personal interest, invite one of our Experts to take care of your clients on a joint work basis.
Compare & contrast complex LTC solutions, including Asset Care, Care Matters, LTA, MoneyGuard, QuietCare, and various hybrids & riders
Assist business owners in developing a properly structured & financed business exit strategy (tax-efficient transfer to future owner)
Educate business owners on equity-based compensation options to recruit, reward, & retain their industry's top talent
Show ultra-high net-worth clients how they can disinherit the IRS by eliminating forced philanthropy by the death tax
Tax-free wealth conveyance strategies
Finance 6 & 7-figure life insurance premiums at competitive rates, conservatively, with full transparency & "what if" strategy stress testing
three flexible service options
Select one of three easy service options to provide the best possible experience for you and your clients. Match your clients’ needs and your own resources with the service option that most easily accomplishes the desired outcome. Freely switch between options on a case-by case basis.
