CPS Insurance Services

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CPS Insurance Services

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

09/01/2026

September is Life Insurance Awareness Month 💙

Life changes fast. Marriages, children, new homes, businesses, and retirement plans can all impact your clients' protection needs. That's why Life Insurance Awareness Month is the perfect time to help clients review their coverage and make sure their plans still align with their goals.

At CPS Insurance Services, we're here to help agents uncover opportunities, navigate complex cases, and find the right solutions through access to leading carriers, advanced case design, underwriting support, and marketing resources.

Let's work together to help more families protect what matters most.

📞 Reach out to your CPS team today and let's make September a month of meaningful client conversations and new opportunities.

08/18/2026

🤖 AI can draft emails. AI can summarize meetings. AI can analyze data.

But clients still need trusted advisors.

That's why the most successful professionals are combining technology with personalized guidance and planning. At CPS, we help advisors do exactly that through advanced markets support, marketing solutions, and practice-building resources.

Let's grow your business together.

07/02/2026

🇺🇸 Happy Independence Day!

We hope you enjoy a wonderful holiday weekend filled with family, friends, and celebration.

Please note: Our office will be closed in observance of the holiday on Friday, July 3rd, and will resume normal business hours on Monday, July 6th. If you need any information, forms or quotes, please visit our website https://www.cpsinsurance.com/.

07/01/2026

Why Top Agents Choose CPS

You're not just looking for another IMO, FMO, or brokerage partner—you’re looking for a team that helps you grow.

At CPS Insurance Services, we combine over 50 years of industry experience with dedicated marketing support, advanced case design, underwriting expertise, and access to more than 50 top-rated carriers. Our goal is simple: help you spend less time navigating obstacles and more time serving clients and closing business.

✅ Dedicated sales and marketing support
✅ Expert underwriting assistance
✅ Advanced planning resources
✅ Access to leading carriers and products
✅ Licensing and contracting support
✅ Fast, responsive case management
✅ A true partnership focused on your success

When you partner with CPS, you gain more than a brokerage relationship—you gain an experienced team committed to helping you build a stronger, more profitable practice.

Ready to take your business to the next level? Let's talk.

06/17/2026

🔥 Rates are up to 5.9% guaranteed in California and over 6% in many other states. Clients can secure predictable, tax-deferred growth for up to 10 years.

Global headlines have been dominated by conflict in the Middle East. Now, a newly announced peace framework has markets, governments, and investors trying to assess what comes next.

Even positive developments create new questions: How will markets react? What happens next? What changes tomorrow? In an unpredictable world, MYGAs provide peace of mind to your retiree clients.

Contact a CPS Annuity Consultant at (949) 863-0700 Option 2 to secure these rates while you can!

06/03/2026

🏅 Turn Top Athlete Risk Into Revenue

High-Risk. High-Reward.

Collegiate sports are changing fast—and so are the risks.

With NIL deals soaring and draft valuations on the line, a single injury can derail an athlete’s future overnight. Most traditional carriers won’t touch these cases… but that’s where opportunity begins. 👇

Independent brokers: this is your chance to step in.

Partner with CPS Insurance Services to unlock access to high-limit sports disability solutions, including:

✅ Permanent Total Disability (PTD)
✅ Loss of Value (LOV)
✅ Draft Protection
✅ Temporary Total Disability (TTD)

We handle the heavy lifting—from underwriting to placement—so you can turn complex cases into competitive offers.

💡 Ready to tap into this market? Share your athlete’s sport, draft timeline, or NIL valuation, and we’ll build a custom solution together.

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

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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