Life 

Product Information | Advanced Sales Concepts | Spreadsheets | Policy Holders' Service | Return Of Premium Term | Qualified Retirement Planning | Broker Education | Think About It


 Product Information

Term Life
Permanent

 Advanced Sales Concepts

CPS Sales & Marketing Kits listed below are the backbone of product and concept marketing efforts, and contain the most current information available. These kits give you an in-depth overview of these concepts, and include real-world examples of how these strategies can work for you.

      Index Life
      Life Settlement
      Premium Financing

 Spreadsheets

Carrier Roster By Product Type
Licensing and Contracting Guide
Life Illustration Request Form
Permanent Life Product Details
Term Products and Riders
Permanent Products and Riders
Survivorship Life Product Details

 Policy Holders' Service

Policy Holders' Service

 Return Of Premium Term

American General Client Piece
American General Broker Piece
Genworth Broker Piece (abbreviated)
Genworth Broker Piece (detailed)
Genworth Marketing Piece

 Qualified Retirement Planning

Ask Your Client - Would you like a free look at a retirement plan with a tax deduction? How much would you contribute to this plan? All you need is a census to start. Contact your CPS Life Marketing Manager for more information.

Introduction to Retirement Plans
Qualified Markets Proposal Request Form

As many of you know, CPS is a firm believer in expanding the education of our brokers and their clien

 Broker Education

ts. Back in 1994, a friend of ours, and past President of NAIFA, David Woods started an organization called the Life and Health Insurance Foundation for Education (LIFE).

 Think About It, By Steve Leimberg

Leimberg's, Think About It, is a very popular and very informative, monthly newsletter intended for insurance agents and financial planners interested in current legislation, cases, rulings, and other developments impacting on life insurance and other key tools of estate planning. The Activator is a special compilation of important issues we provide to you, courtesy of the great people at Prudential, in PDF format.

Think About It, Newsletter Library


Product Information | Advanced Sales Concepts | Spreadsheets | Policy Holders' Service | Return Of Premium Term | Qualified Retirement Planning | Broker Education | Think About It

8447 Miramar Mall, Suite A
San Diego, CA 92121
Tel. (858) 535-9444 or (800) 776-IMIS
Fax (858) 535-0560

The CPS Integrated Marketing & Insurance Services web site is maintained exclusively for active producers contracted with carriers through CPS, and is intended for agent use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CPS Integrated Marketing & Insurance Services web site by its users is strictly prohibited.