All life insurance brokers need to complete certain pre-requisites before they can begin to solicit business. This section is dedicated to giving you a starting point for completing and maintaining your on-going requirements.
AML Training
Life Insurance brokers are required to complete Anti-Money Laundering (AML) Training each year. The link below will provide you with a step-by-step guide for satisfying this on-going requirement through the LIMRA website.
Comprehensive Licensing Kit
CPS has created a universal contracting kit which once completed, will suffice for all of your carrier appointment / re-appointment requests. This comprehensive kit will save you the time and effort of having to complete individual contracting kits for each of your appointment requests.
E&O Insurance
Life Insurance brokers are required to maintain Errors and Omission Insurance. CPS Insurance has partnered with Calsurance to provide competitively priced E&O coverage. Please visit this section of our website to learn more.
Strategic Carrier Providers
Testimonials
Here’s what just some of our clients have said
I have been meaning to relay my gratitude to you for all the help and guidance that you have been providing along with the continued good handling of issues as they arise around the several 401k client plans we have been working on together. Your insight, mastery, and professionalism have made things a delight. Thank you for all the help! My processes and approach have been enriched because of your guidance and subject matter expertise. And for that, I am enriched professionally and personally. May I someday be able to pay it forward.
John Walsh — Columbus, Ohio
The Annuity Team at CPS is best in class! The knowledge and know-how they possess is far superior than any other firm I have worked with. I very much appreciate the support they provide me.
Kayoko Nihei
We partnered with CPS in 2014 and not only has it been pleasant but also an extremely educational experience. They are key to our agency and have the tools necessary to meet the needs of our clients. Their team is exceedingly knowledgeable and will give you step by step guidance on completing applications, quoting, and electing the right carrier for your clients. They have been a game changer for our agency and we look forward to continuing our business relationship with them for years to come.
Adam Beach, President of Beach Financial Group
CPS is superb to work with. We appreciate their prompt responses, attention to detail, and expertise from running illustrations to finalizing a policy. Customer services at its finest! We have found CPS to be a “5 Star” rating and highly recommend working with CPS.