Creative Financial Services supplies a comprehensive, diverse portfolio and best- in- market support services.
A Comprehensive Portfolio
With a drive for excellence and innovation, Creative Financial Services utilizes CPS’s complete, diverse platform of Annuity products. We continuously research and determine the best assets to offer and hold within our portfolio.
Annuities
- Fixed
- Indexed
- Multi-Year Guarantees
- Single-Premium Immediate Annuities
- Structured Settlements
- Terminal Funding
Services
Rich in expertise, CPS is a recognized leader in providing services that support the specific needs of the Annuities market. Our personalized service, relationships, and technological advances have given quick and easy access to Annuity related solutions.
Advanced tool for insurance professionals provides extensive product information, rates, illustrations, and SPIA quoting tools powered by Annuity Rate Watch.
Fixed Rate Annuities
Provide your clients with the stability of a fixed interest rate guaranteed to never fall below the stated minimum. Fixed Rate Annuities offer competitive interest rates that are usually higher than those of CDs or money market accounts.
- Hot Fixed Annuities
- Portfolio Annuity Rates
- Multi-Year Guarantee (MYG) Annuity Rates
Index Annuities
Index Annuities link interest credits to a common market index such as the S&P 500, NASDAQ or Dow Jones Industrial Average. If the market index declines in value, your client’s account is protected.
- Hot Index Annuities
- Index Annuities – All Products
Immediate Annuities
Sales & Marketing Resources
Resources to help you grow your business and educate your clients including; client handouts, multimedia presentations, and producer training tools.
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.