CPS Insurance Services

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United States
Irvine, CA
CPS Insurance Services

The nation’s leading independent marketer for successful financial and insurance professionals.

04/29/2026

IUL is driving life insurance sales—and opportunity for agents has never been greater.

The right broker-dealer support can make all the difference. From compliance oversight to sales support and product access, CPS Insurance Services is built to help agents confidently grow their Indexed Universal Life business.

Ready to take advantage of today’s momentum? Let’s connect. Message us today or call our Life Sales Team at (949) 863-0700 Option 1.

03/17/2026

🍀 Feeling lucky this St. Patrick’s Day? 🍀

For financial and insurance advisors, the real gold isn’t at the end of the rainbow—it’s having the right broker-dealer support behind you.

At CPS Insurance Services, we help advisors simplify complexity with experienced point-of-sale and broker-dealer support, so you can focus on what matters most: your clients. From navigating regulatory considerations to delivering insurance solutions that complement your securities practice, our team is here to support you every step of the way.

This St. Patrick’s Day, skip the guesswork and partner with a team that helps turn opportunity into confidence—and planning into results. 🍀✨

Here’s to smart strategies, strong partnerships, and a little extra luck along the way.

03/05/2026

Geopolitical tension. Falling interest rates. Market whiplash.

And yet... 5% guaranteed for 5 years — from a true household name.

We’re talking about a carrier founded in 1907, A+ Rated by A.M. Best, and built for long-term stability.

Here’s why this MYGA is turning heads:

• 5.00% guaranteed for 5 years
• 10% annual liquidity, available immediately
• Market-leading commission for a 5-year MYGA
• Backed by a carrier clients recognize and trust

While rates are trending down, this one is still holding firm.

If you have CDs maturing, clients parked in cash, or retirees looking for stability without sacrificing flexibility — this checks a lot of boxes.

Contact the CPS Annuities Team at (949) 863-0700 Opt 2 today and we’ll send over the details and comp sheet.

Lock in certainty while it’s still on the board.

02/25/2026

Advisors 👉 before a client lapses or surrenders a life insurance policy, make sure they’re seeing all their options.

A life settlement may help clients unlock liquidity 💸 often for more than the surrender value 💰 when a policy is no longer needed, affordable, or aligned with their planning goals. CPS helps evaluate policies, source competitive offers, and guide the process with no obligation to accept.

Learn how life settlements can be a valuable planning and retention tool: https://www.cpsinsurance.com/products/life-settlements

02/10/2026

❤️ To Our Agents: This One’s for You ❤️

You help clients protect their families, their legacies, and the people they love most. That’s not just business—that’s purpose.

Life insurance is love in action, and you’re the ones making it happen every day. Thank you for the trust you place in us and for the difference you make for your clients.

Here’s to meaningful conversations, lasting impact, and partnerships built to last. 💖

01/20/2026

🔥 Hey Agents — Want a Bigger Slice of a $20 Trillion Market?

If you’re not talking 401(k)s with your clients, you’re leaving serious money on the table. The 401(k) world is HUGE… and CPS makes it ridiculously easy for you to plug in and start winning.

Here’s the deal 👇

We help you sell it, enroll it, manage it, and support it — so you can stay focused on what you do best: building relationships and closing business.

If you’re ready to offer more value, stand out from the competition, and tap into a massive revenue stream…

👉 Send us a message. Let’s grow your retirement business together.

01/16/2026

As we stand on the precipice of Martin Luther King Jr. Day, it is not merely a moment to celebrate history but an occasion to delve into the enduring principles that Dr. King championed – equality, justice, and unity. Dr. King’s legacy serves as a timeless guidepost, urging us to reflect on our collective duty to uphold these values.

Please be advised that our office will be closed Monday, January 19th, in observance of the holiday. We will resume normal business hours on Tuesday, January 20th.

01/15/2026

Navigating the annuity landscape doesn’t have to be complicated 🤯 especially when you have the right broker‑dealer support behind you.

🔥 What You Get With CPS:

• Access to top‑tier annuity carriers
• Guidance on matching products with client goals
• Sales tools, marketing materials & consultative support
• Compliance‑aligned processes that protect you and your clients
• A team of experienced specialists ready to help you grow

👉 Let’s elevate your annuity business — together.

01/13/2026

⭐ Supporting Broker‑Dealers in the LTC Marketplace ⭐

Helping clients plan for their long‑term care needs doesn’t have to be complicated — and you don’t have to do it alone.

Our team provides dedicated broker‑dealer support with the tools, insights, and product expertise you need to confidently offer long‑term care insurance solutions.

✔️ Guidance across traditional LTC, hybrid/linked‑benefit plans, and annuity‑based LTC options
✔️ Access to top carriers and knowledgeable LTC specialists
✔️ Marketing resources, illustrations, education & turnkey case support
✔️ A partner committed to integrity, creativity, and strengthening client conversations

Empower your clients with clarity and confidence as they prepare for the future — and empower your practice with a support team that’s here for you every step of the way.

💬 Message us to connect with our LTC experts and explore how we can help elevate your strategy.

12/30/2025

May the coming year bring you prosperity, growth, and new opportunities. From all of us at CPS, we wish you a Happy New Year filled with joy and accomplishment!

Please be advised that our office will be closed Wednesday, December 31st, and Thursday, January 1st, in observance of the holiday. We will resume normal business hours on Friday, January 2nd.

12/17/2025

Last Friday, a group of our local team members had the chance to attend a cooking class together at Sur La Table in Newport Beach. During the two-hour course, we were taught some delectable French cuisine and then savored the fruits of our labor together.

Address

2860 Michelle Drive
Irvine, CA
92606

Website

http://www.cpsinsurance.com/, http://www.twitter.com/cpsinsurance, http://www.youtube.com/user/CPSInsurance

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