Brokerage
Suite 200
Naperville, IL 60563
Phone 630-428-7640
| Life |
Contact Information | Spreadsheets | Policy Holders' Service | Return Of Premium Term | Advanced Designs | Qualified Retirement Planning | Broker Education | Think About It
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| Kristopher T. Smith - President & CEO Phone - (630) 428-7640 Direct Fax - (630) 428-7641 Email: Kris@mwlb.com |
| Tom Nicols, FLMI, ACS - Senior Life Sales & Marketing Manager Phone - (800) 326-5433 ext 155 Direct Fax - (949) 225-7155 Mobile - (949) 870-5477 Email: tnicols@cpsinsurance.com |
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| Donna Shelden, ACS - Life Case Manager Phone - (800) 326-5433 ext 130 Direct Fax - (949) 225-7130 Email- dshelden@cpsinsurance.com |
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| Policy Holders' Service | 7 K |
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| American General Client Piece | 137 K |
| American General Broker Piece | 117 K |
| Genworth Broker Piece (abbreviated) | 107 K |
| Genworth Broker Piece (detailed) | 646 K |
| Genworth Marketing Piece | 49 K |
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In today’s economic world, many people have an estate liquidity need far greater than they imagine, and CPS’s Advance Planning attorney Arvid Mortensen is available to work with you to help meet your client’s Advanced Planning needs.
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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 | 336 K |
| Qualified Markets Proposal Request Form | 20 K |
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As many of you know, CPS is a firm believer in expanding the education of our brokers and their clients. 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).
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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.
Contact Information | Spreadsheets | Policy Holders' Service | Return Of Premium Term | Advanced Designs | Qualified Retirement Planning | Broker Education | Think About It
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Midwest Life Brokerage |
| 1717 N. Naper Blvd. Suite 200 Naperville, IL 60563 Phone 630-428-7640 |
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