Collaborating With Our Experts
Collaborate with our Advanced Markets Experts to assist you with:
- Key-Person Insurance
- Buy-Sell Agreement Funding
- Business Exit & Succession Planning
- Estate Tax Mitigation Strategies
- Large Case Premium Finance
Leverage our industry’s leading thinkers in Advanced Markets to your advantage.
Place Giant Life Insurance Cases with Confidence
Secure in excess of $500M of quality life insurance on your ultra-high net-worth clients.
Educate your clients about the most tax-efficient business succession, executive benefits, estate tax funding, and sophisticated long-term care funding strategies. Yes, it is possible to place LTC benefit policies inside an ILIT without incidents of ownership constraints.
Leverage other people's money to finance your clients' large life insurance premiums, conservatively.
Advanced Markets services may be offered on a joint work basis, covering both the initial sale and long-term policy management. Enjoy peace of mind, knowing your most successful clients are well taken care of before, during, and after policy placement.
Let’s Get Started Today!
You have your preferred way of doing business and it may not be immediately obvious the next steps to take. Schedule a quick call, or Zoom, with a CPS Advantage Marketing Representative, or send us an email for a callback. Let’s put our heads together and adapt our services to work well for you, so you can focus your energy on growing your business.
