CPS Insurance Services

Industry Leading Income with GILICO FIAs ?? Thursday, March 27 - 10.00 AM to 10.30 AM PST With long-term interest rates still near 18-year highs, it's time to offer your clients enhanced solutions that outperform their current contracts. This product is extremely competitive across the income spectrum but if you have joint clients needing immediate income – you NEED to look at this option. Highlights of this “A” Rated FIA solution: - Income payout factors: Up to 8.50% guaranteed with no reduction for joint lifetime income, offering unmatched security for couples - Quick activation: Income can begin as soon as 30 days after issue - Guaranteed cap rates: Lock in rates for the full contract term - Consistent renewal history: Backed by a strong track record and minimum guaranteed fixed rates on indexed annuities - 2025 commission enhancements: Competitive rewards starting at just $1M We’re excited to help you refine your client strategies and unlock greater income potential for both individuals and joint clients. Don’t miss this opportunity to improve client outcomes before interest rates adjust! Special Guest Speaker: Nate Self, RICP?, Director of Sales Development with Guaranty Income Life Questions??Contact the CPS Annuities Team?at (949)?863-0700 Option 2. #cpsinsurance #GILICO #annuities #retirementincome #retirementplanning #annuitysales #annuitymarketing #fixedindexannuities #FIA https://lnkd.in/eATwNF8d

Join us for an exclusive webinar designed for agents like you — working with business owner clients who want to provide financial security and guidance for their employees. In this session, we'll discuss how comprehensive financial planning can help business owners empower their employees, boost retirement savings, and address financial wellness challenges. You’ll learn: ? The benefits of personalized financial planning for employees ? How to overcome common misconceptions that limit access to financial planning ? Tools and strategies to modernize workplace financial education ? How to drive better engagement and financial outcomes Financial security isn’t just for high earners — every employee deserves access to a solid financial plan. Don’t miss this opportunity to bring real value to your business owner clients and help them support their workforce. Reserve your spot today: https://lnkd.in/eRgkCWqK Featuring Special Guest Speaker Orlando Cuevas, Regional Sales Director with Empower Financial Services. Questions? Contact Jim Moore, Vice President of Retirement Services, at (949) 225-7145 or [email protected]. #cpsinsurance #employerbenefits #empower #webinar #401k

Join us for Happy Hour ?? Wednesday, March 19th, at Golden Road Brewing in Anaheim Connect with the CPS Sales Team and other producers just like you.?Gain insights into?where other agents are seeing success and cross-selling opportunities to grow your business.?Stop by anytime between 5.00 PM &?7.00 PM to enjoy some drinks on us! Sponsored by Mass Mutual Help us get a head count and reserve a seat at the link: https://lnkd.in/eR8H_uHX Questions??Contact the CPS Sales Team at (949) 863-0700. Life Insurance -?Option 1 / Annuities - Option 2 / LTC - Option 3 / DI - Option 4. #cpsinsurance #happyhour #networking #massmutual #insurancesales #insurancemarketing #insurancebrokerdealer

Tax-Free Dollars for LTC ?? Tuesday, February 11 - 10.00 AM to 10.30 AM PST Annuities are a fantastic retirement income solution, but what happens if they’re no longer needed for income? Did you know that 73% of annuities owners will not use their annuities for income, but rather plan to use those funds to pay for future extended health care needs??This equates to an enormous opportunity to help your clients turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC. LEARN HOW YOU CAN: - Turn a taxable, non-qualified annuity into larger, tax-free dollars for LTC - Leverage the liability of tax-deferred assets into a larger, tax-free pool of money for LTC - Use assets to provide LTC for 2 people Questions??Contact the CPS LTC Team?at (949)?863-0700 Option 3. #cpsinsurance #oneamerica #ltc #longtermcare #longtermcareinsurance #ltci #ltcinsurance #insurancesales #insurancemarketing #insurancebrokerdealer

Competitive Fee-Based Index Annuity Solutions - Tuesday, January 28th, 11.00 AM to 11.30 AM PST Join Us for Our Next CPS Annuity Webinar! We’re excited to announce our upcoming CPS Annuity webinar, where we’ll be joined by special guest speaker Dan Kozlowski from MassMutual Ascend. During this session, we’ll explore their highly competitive Fee-Based Index Annuity Solutions, a fantastic opportunity to help clients gain market exposure with zero risk to principal. These solutions are an excellent fit for Registered Investment Advisors, offering several key benefits, including: 1. No surrender charges 2. The ability to pull fees directly from the annuity, enhancing the client experience and streamlining the product's integration into your practice. Don’t miss this opportunity to learn about innovative annuity solutions that can offer significant value to your clients while improving your practice! Questions??Contact the CPS Annuities Team?at (949)?863-0700 Option 2. #cpsinsurance #massmutual #annuities #retirementincome #retirementplanning #annuitysales #annuitymarketing #indexannuities #annuitysolutions

Overcoming Retirement Challenges with FIAs... Join us for lunch at Il Fornaio in Irvine - Friday, January 31st?- 11.45?AM to 1.15?PM Retirement planning is a different ballgame when it comes to decumulation. As clients face challenges like inflation, longevity risk, and sequence of return risk, Fixed Indexed Annuities (FIAs) offer a powerful solution. With innovative product designs — including fee-based FIAs with no surrender charges, commission-based products with unique indices, and income riders that guarantee lifetime income — the FIA landscape is more valuable than ever for both advisors and clients. Join CPS and Corebridge for a lunch meeting at Il Fornaio in Irvine, where we'll dive into actionable insights and planning strategies you can implement right away in your practice. Register today! #cpsinsurance #corebridge #annuities #networkinglunch #retirementincome #retirementplanning #lunchandlearn

NEW! Rate Certainty Annuity ?? Thursday, January 9 - 11.00 AM to 11.30 AM PST The Simple Solution to Grow and Protect Funds Simplicity: Features a single index that is a managed version of the S&P 500? which is a widely renown measure of large-cap U.S. equities. Upside Potential: Four simple crediting strategies provide the opportunity for potential interest growth with no chance of loss. Certainty with Guarantees: All index rates are guaranteed at issue which alleviates the worry of a renewal rate throughout the length of the guarantee period. Questions?? Contact the CPS Annuity Team at (949) 863-0700 Option 2. #cpsinsurance #ANICO #americannational #annuities #retirementincome #retirementplanning

CPS Team Member Elvira Torres was recently featured on KTLA promoting I.C.A.R.E. Dog Rescue Go to https://lnkd.in/enmb6VWC to learn more about this incredible organization! #cpsinsurance #icaredogrescue #adoptashelterpet #adoptdontshop

Exciting Enhancements to GILICO’s WealthChoice FIA! Join us Thursday, November 21st - 11.00 AM to 11.30?AM PST to learn more. During the webinar, we will discuss the following: - Features and Benefits of GILICO’s Industry-Leading WealthChoice FIA - New Cap Rate Guarantees - Exploring the new Index-Crediting options available on the Products Presentation by Nate Self, Director, Sales Development, with GILICO Questions??Contact the CPS Annuity Team at (949) 863-0700 Option 2. #cpsinsurance #GILICO #annuities #retirement #retirementincome #retirementplanning #webinar #FIA #fixedindexannuity

Matt Gandy and Ryan Mendoza from the CPS Life Insurance Team at the Windes Inaugural Golf & Give Invitational. Our sponsorship went to local nonprofit charities. These worthy causes involve people impacted by domestic violence, abuse, and discrimination. #cpsinsurance #windes #golfandgive #charity