We recognize that each prospect presents a unique challenge. We take special pride in our ability to identify needs, analyze risk tolerance, and design an insurance related transaction that is both suitable and successful for your most important clients. Our ability to turn advisors from adversaries to advocates is unmatched.
Like so many things in life, you must experience our services first hand to understand how valuable we can be. We succeed because we are experts at helping you excel.
Think of CPI as your personal “Concierge Desk”, providing responsive assistance with any aspect of your case. To us, success is measured by net income!
For Advisor Use Only
- Unmatched Underwriting
- Peerless Design
- Superior Service
- Estate Planning
- Asset Protection
- Employee Reward and Retention Strategies
Why choose our services
CPI Companies is owned and operated by three dynamic partners dedicated to helping other entrepreneurs -- insurance professionals in the high-net-worth-market-- make the most of their opportunities for success. At CPI, we offer a unique partnership proposition. The owners, all successful salespeople in their own right, invite you to benefit from our rich experiences serving the financial interests of our exceptionally affluent clients.