Our Proven Process

Because we have intimate knowledge about the way insurance is purchased, underwritten and managed, we work a little differently than our competitors. We are less interested in transactional price comparisons, and more interested in client and product suitability.

We want to help you achieve the very best results for every client. That’s why we ask that you allow us to assist you by moving your case along our non-conventional path to success.

Once you’ve experience our proprietary services we are confident you will appreciate how valuable we are to your bottom line and time management.

Our areas of expertise encompass estate planning, executive benefits, succession planning, asset protection, wealth accumulation, income replacement and all the financial products associated with the highest-level planning opportunities.

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.