Helping to create a foundation for a lifetime of security.
At Creative Financial Services, we have a passion for sound long-term financial planning and offering clients competitive options that suit their needs. Therefore, we continuously research and evaluate the best industry options that will complete our reputable Life Insurance portfolio.
Through advanced product design and funding options, clients can find that certain, correctly modeled life insurance can provide superior growth in assets and retirement income for less out-of-pocket cost than other financial alternatives while eliminating market risk.
Life Insurance
- Guaranteed and Simplified Issue
- Impaired Risk
- Indexed Universal Life
- Survivorship Life
- Term Life
- Universal Life
- Whole Life
What You Need To Know About Life Insurance
Life insurance is a simple answer to a very difficult question: How will my family manage financially when I die? It’s a subject no one really wants to think about. But if someone depends on you financially, it’s one you cannot avoid. Take a look at this comprehensive brochure to learn more about the benefits of life insurance.
Apply Online
Save valuable time. Expedite the commission process. Streamline your business with new electronic submission options.
Request A Quote
Request a Life quote online or by fax. You will receive a response from our Life team in 48 hours or less.
Sales Process
The key to long-standing success is having a simple and repeatable sales process. Here you will find an overview of our proven process along with resources to guide you every step of the way.
Producer Education
CE Providers, LTC Educational Brainshark Presentations, Professional Designations, Useful Websites, and 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.