Company Profile

Advocates for realistic, intelligent, successful financial solutions.


CPI Companies is an outspoken industry leader advocating for the benefit of our mutual clients. We are proud of our history of successful outcomes, outstanding client service, and attention to detail.

CPI Companies, an Insurance Designers of America partner, is committed to providing the most comprehensive suite of agent success tools ever assembled, including but not limited to:

  • Expert product support for Life, LTC, DI, Annuities and Life Settlements

  • Expert in-house underwriting including:

    • Accu App and Pro Quote

    • LifeWeb live case status

  • Advanced market support

  • Custom designed sales strategies

  • Robust suite of top level carriers

  • Competitive compensation

  • Policy service for active agents

We are your virtual back office. There is almost nothing we can’t do to make the process of selling insurance as stress free and successful as possible. Think of CPI as your personal “Concierge Desk”, providing responsive assistance with any aspect of your case.

 

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. CPI Companies is not affiliated with The Leaders Group, Inc.