CPS Insurance Services

Introducing Symetra’s Cancer Care Compass 🧭 Thursday, July 25 - 11.00am to 11.30am pst Symetra's Cancer Care Compass is an industry-first rider package, available on Symetra’s market-leading indexed universal life products. It offers a unique combination of benefits and services to help guide your clients in a healthier direction for the journey ahead. Benefits and services include a multi-cancer early detection test, health advocacy services, nutrition intervention, guidance and support, and a cash benefit. Register now to learn more! Questions?  Contact the CPS Life Team at (949) 863-0700 at Option 1. #cpsinsurance #symetra #insurancesales #insurancemarketing #IUL #lifeinsurance #insurance #webinar #cancercare

Timely ANICO Annuity Updates ⌚ Thursday, July 18 - 11.00 AM to 11.30 AM PST Get the latest updates on ANICO annuities! Jeff Moore, CEBS, CLU, ChFC, Regional Sales Manager National Accounts, Life & Annuity Distribution with American National will cover: - Great Rates and Large Case Exceptions on MYGs - New Name, New Proprietary Index/Strategy & Higher Comp on FIAs - Immediate first-year override of up to 3.25% - Great Rates / Pay-Outs Liquidity on SPIAs Questions?  Contact the CPS Annuities Team at (949) 863-0700 at Option 2. #cpsinsurance #anico #americannational #annuities #annuitysales #retirementincome #fixedannuities #fia #myga #retirementplanning

Introducing Symetra’s Cancer Care Compass 🧭 Thursday, July 25 - 11.00 AM to 11.30 AM PST Symetra's Cancer Care Compass is an industry-first rider package, available on Symetra’s market-leading indexed universal life products. It offers a unique combination of benefits and services to help guide your clients in a healthier direction for the journey ahead. Benefits and services include a multi-cancer early detection test, health advocacy services, nutrition intervention, guidance and support, and a cash benefit. Register now to learn more! Questions? Contact the CPS Life Team at (949) 863-0700 at Option 1. #cpsinsurance #symetra #insurancesales #insurancemarketing #insurance #insuranceadvisor #insuranceagent #lifeinsurance #IUL

How the recent United States Supreme Court decision in the case of Connelly v. United States may affect your business. #cpsinsurance #advancedmarkets #deathtax #federalestatetax #estateplanning #buyout #buysell #lifeinsurance #businesstransition

CPS LIVE! Top Sales Trends to Watch 🚨 Wednesday, June 19 - 11.00 AM to 11.30 AM PST Staying informed about the latest trends in the insurance industry is essential for professionals to thrive in this ever-changing landscape. By embracing technology, meeting customer expectations, addressing regulatory changes, and navigating economic uncertainty, insurance advisors can position themselves for success. Tune in as our Sales & Marketing Managers delve into the latest trends shaping the insurance sales industry. Register now! Questions? Contact our Sales Teams at (949) 863-0700. Life Insurance - Option 1 / Annuities - Option 2 / LTC - Option 3 / DI - Option 4. #cpsinsurance #webinar #insurancesales #insurancemarketing #lifeinsurance #longtermcareinsurance #disabilityinsurance #incomeprotection #insurance #insurancetrends https://lnkd.in/exafStGC

A good carrier marketing piece is available to help your client, through a simple line-by-line review of their Form 1040. #cpsinsurance #advancedmarkets #taxes #taxreduction #insurance #insuranceadvisor #insuranceagent #form1040 #taxdeduction

Join us for Happy Hour 🍻 Thursday, June 20th! Connect with the life sales experts from CPS and other producers just like you. Stop by anytime between 5.00 PM & 7.00 PM to enjoy some drinks on us! At the Left Coast Brewing Co (6652 Irvine Center Dr, Irvine CA 92618). RESERVE A SEAT at https://lnkd.in/ei7Hr5Fm #cpsinsurance #happyhour #networkingevent

Expand Your Retirement Plan Opportunities 💰 Tuesday, June 25 - 10.30 AM to 11.30 AM PST Join us for an in-depth look at Empower Financial's retirement income solutions, prospecting with a Larkspur Executive, and how legislation is creating new opportunities in the 401k marketplace. Empower Financial provides you with the tools and resources you need to service your clients and help grow your business. Presentation by Orlando Cuevas, Regional Sales Director with Empower. Questions? Contact Jim Moore, CPS VP of Retirement Services, at [email protected] or (949) 225-7145. #cpsinsurance #cpsemployerbenefits #retirementservices #empower #401kplans #retirementplans #employerbenefits

How to save, literally, millions of dollars in estate taxes before the lifetime exemption drops by 50% at the stoke of twelve on January 1, 2026. #cpsinsurance #advancedmarkets #estateplanning #insurancesales #insurancemarketing #estatetaxes

If your clients are approaching the age of 65 and wondering if they will be able to maintain their present doctor when switching to Medicare, the answer is “probably.” #cpsinsurance #medicare #insurance #insuranceagent #insuranceadvisor #sales #marketing