Contact Information | Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Apps and Forms | Contracting | Client Handouts | Broker Sales Tools | Multimediea Presentations
Kristopher T. Smith - President & CEO
Phone - (630) 428-7640
Direct Fax - (630) 428-7641
Email: Kris@mwlb.com
|
|
Eric Neilsen - Associate, Annuity Marketing
Advanced case design, product information/education, illustrations
Phone - (800) 326-5433 ext 126
Direct Fax - (949) 225-7126
Mobile - (714) 348-8377
Email: eneilsen@cpsinsurance.com |
Click here for a copy of 11/07 Broker World
article highlighting CPS Insurance Service’s Annuity Department |
| Product Rates and Information |
|
Click here for a listing of various incentives offered by insurance carriers available through CPS Insurance Services Annuity Dept.
Your Baby-Boomer clients are being bombarded with advertisements highlighting “Income Planning”. Prospects have worked hard to ensure they will have enough money to retire, now is your opportunity to help them create an income plan to meet their needs. Visit the Income Planning section to obtain everything you need to turn prospects into clients. In this section you will find a wide array of client approved handouts, agent training guides, multimedia presentations and income product marketing materials to prepare you to tell the Income story.
The Index Annuities section contains Client Handouts, Product Information, and On-Line Video Presentations.
Click here to visit the Indexed Annuities section
Please complete one of the forms below with the requested information. Specify in the comments section of the form, the product you wish to see quoted. If no product is specified a quote cannot be illustrated. Multiple products can be quoted from one request if specified in the comments section.
Click here for Apps and Forms
Save time and money! Get contracted faster and easier! Now available to you is CPS’ on-line contracting program.
Click here to get contracted.
| Annuity Doctor - Annuity Prospecting Program |
|
The Annuity Doctor – Multi-faceted, low cost, turnkey annuity marketing program to generate qualified prospects – for more info click here.
| Client Approved Annuity Handouts |
|
These CLIENT APPROVED ANNUITY HANDOUTS are perfect for agents and representatives looking for non-product specific, point of sale handouts focused on illustrating to your clients the many benefits of annuities. Topics include the BENEFITS OF TAX DEFERRAL, COMPARING ANNUITIES TO ALTERNATIVE SAVINGS VEHICLES, SPLIT and STRECTH ANNUITY and many others….
These BROKER TRAINING TOOLS are great training pieces for both the new and seasoned annuity sales representative. These pieces are focused on assisting you through various aspects of the sales prospect from IDENTIFYING AND DEVELOPING PROSPECTS, SELLING POINTS, HOW TO ASK MY CUSTOMERS TO MAKE A DECISION and many other important topics to help you make the sale.
The presentations below are large and may take a while to download. Please "Right-Click" and select "Save Target As" to save them on your computer.
Contact Information | Product Rates and Information | Specialty Products | Equity Indexed Annuities | Quote Requests | Contracting | Apps and Forms | Client Handouts | Broker Sales Tools | Multimediea Presentations
