Creative Financial Service
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Creative Financial Service
Access new business and policy holder services forms organized by carrier, state of issuance and product type. Streamlined application options to save you valuable time. Select from iGo, drop-ticket, fully underwritten, simplified and accelerated underwriting platforms. Real-time visibility on the status of your cases. View pending case data, licensing, contracting, and display the full book of submitted and placed business.

Everything you need to know about the contracting process including: basic contracting requirements, how to get contracted, and downloadable contracting kit for new and existing CPS producers. Quote all of your favorite insurance products with a click of the mouse using a suite of online quoting solutions. In seconds receive a response from top carriers.

The expertise of our staff of underwriters, our established relationships with many of the industry's top impaired risk carriers, and our substantial production levels assure you the best offer. We are on top of the industry, supplying not only a comprehensive, diverse portfolio of annuities but also the best in market support services.
Services
CPS Insurance Services (CPS) is the nation's leading independent marketer of individual products to successful financial and insurance professionals.
Specializing in Annuities, Disability Income, Employer Benefits, Life and Long-Term Care products, CPS is more than the most comprehensive resource for premium products and services.
We are focused on being the best provider in the industry, through the sum of the relationships we've cultivated over four decades.
We are a values-based organization of individuals who provide best-in-industry products, services and support to the insurance and financial services industries.
Our mission is to love as many people as possible every day, while providing opportunities, protection and peace of mind to our families, colleagues and communities.
We develop trust by upholding the highest ethical standards and practices.
We emphasize our commitment to act with integrity and honesty in all interactions with our clients, fellow team members and our communities.
We treat others as we wish to be treated.
We never forget that our clients have a choice as to where they can do business.
The CPS Annuity Department is a top performer in the industry, with a drive for excellence and innovation; we supply a comprehensive and diverse platform of Annuity products.
Our rich expertise and market support ensure you and your clients are taken care of.
A client wanted to place $1 million into a retirement income plan and wanted the money to grow at a rate higher than fixed interest rates could offer.
The client liked the idea of their income base growing at 5% with the option to guarantee income 10 years from the issue date.
Building Financial Security.
At CPS, we are committed to providing industry leading products, service and support through exceptional people.
We stay current with today's changing products, trends and regulations, providing the latest information through our highly trained experts, available to support and assist you with services to build your business.
Specializing in Life, Annuities, Disability Income and Long Term Care products, CPS is more than the most comprehensive resource for premium products and services.
In today's economic world, many people have an estate liquidity need far greater than they imagine and CPS' Advanced Planning Representatives are available to work with you to help meet your client's Advanced Planning needs.
The first step in Estate Planning is to help the potential client identify their specific needs.
Many times both the need and the solution can be developed using a "yellow pad" approach.
This gives the potential client a clear impression that everything being done is for him or her on a custom, personal basis, rather than imposing a "fit into the mold" approach.
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