Testimonials


  • You go the extra mile when you didn't have to and saved me hours of frustration and headaches...and done it with cheerful disposition. I feel like you're a part of my team and looking out for me. I look forward to many more years of working together!



    You go the extra mile when you didn't have to and saved me hours of frustration and headaches...and done it with cheerful disposition. I feel like you're a part of my team and looking out for me. I look forward to many more years of working together!


    David Lewis

    Independent Producer

  • I started working with CPI couple of years ago, after trying several other Brokerage firms with some dissatisfaction, I have found CPI and its staff to be responsive, friendly and always willing to help. CPI handles collecting data from my clients, arranging the medicals, following up with underwriting until the issuances of the policy. With CPI, I can do what I do best, building relationships with my clients and they handle the rest. I could not ask for a better group of dedicated individuals whose only goal is to serve their brokers and my clients. After more than 35 years in the business CPI is special and I would recommend them without any reservation.



    I started working with CPI couple of years ago, after trying several other Brokerage firms with some dissatisfaction, I have found CPI and its staff to be responsive, friendly and always willing to help. CPI handles collecting data from my clients, arranging the medicals, following up with underwriting until the issuances of the policy. With CPI, I can do what I do best, building relationships with my clients and they handle the rest. I could not ask for a better group of dedicated individuals whose only goal is to serve their brokers and my clients. After more than 35 years in the business CPI is special and I would recommend them without any reservation.


    Amin Ladak

    Independent Producer

  • Although I am constantly solicited by BGAs and FMOs, I am very glad I decided to take a closer look at the CPI Companies. The combination of personal attention, underwriting and illustration support, and first-rate communication make CPI my "go to" source for all my life insurance business. Everyone, including the principals, are available and anxious to help and strive to exceed my expectations. I highly recommend CPI for independent producers who want high quality support and a culture of integrity.



    Although I am constantly solicited by BGAs and FMOs, I am very glad I decided to take a closer look at the CPI Companies. The combination of personal attention, underwriting and illustration support, and first-rate communication make CPI my "go to" source for all my life insurance business. Everyone, including the principals, are available and anxious to help and strive to exceed my expectations. I highly recommend CPI for independent producers who want high quality support and a culture of integrity.


    Bill Borton

    Independent Producer

  • I have been working with CPI for many years now. Ron, Tricia and their team are very knowledgeable about what is happening in the marketplace and keep me well informed of new products and industry trends. The staff makes my job much easier in the placement of Life Insurance. They are hands on in the underwriting process from initial sale to policy issue. They are the support team any agent would want to have.



    I have been working with CPI for many years now. Ron, Tricia and their team are very knowledgeable about what is happening in the marketplace and keep me well informed of new products and industry trends. The staff makes my job much easier in the placement of Life Insurance. They are hands on in the underwriting process from initial sale to policy issue. They are the support team any agent would want to have.


    Lloyd Pomerantz

    New York Life Producer

  • CPI Companies...you did it again! What is it? 20 or 25 straight years and you are still batting 99.9% with us. Nearly every insurance case that we have given you, and many are difficult, you seem to find some way to get approved. You and your team have spoiled us with your attention and professionalism. Thank you so much.



    CPI Companies...you did it again! What is it? 20 or 25 straight years and you are still batting 99.9% with us. Nearly every insurance case that we have given you, and many are difficult, you seem to find some way to get approved. You and your team have spoiled us with your attention and professionalism. Thank you so much.


    Shelly Schiff

    New York Life Producer