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Who We Are

CPI Companies is an 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. To ensure your success, we are committed to providing a robust and comprehensive suite of products, services and sales tools.

Because we have intimate knowledge about the way insurance is purchased, underwritten and managed, we work a little differently than our competitors. We focus on product suitability, risk analysis and successful outcomes.

To achieve the very best results for every client, we assist you by moving your case along our non-conventional path to success. Once you’ve experienced our proprietary services, we are confident you’ll appreciate how much our systems enhance your profitability.

You Are Important To Us

Elite Services & Tools

Robust suite of top-level carriers

Policy service for active agents

Your Virtual Back Office 24/7

Case Status Access

Policy Service Portal

Core Offerings

Estate Planning

Executive Benefits

Succession Planning

Asset Protection

Wealth Accumulation

Retirement Supplements

Policy Reviews

Income Replacement

Instant Underwriting Platform

All financial products associated with highest-level planning opportunities

Who We Are