We are uniquely committed to the success of the products we sell. We are client advocates, always looking for ways to improve, open-minded to ideas, actively listening to your needs, and infused with creativity. We are the best back office in the life insurance business.
When It Absolutely
Has To Be Done Right
In a world that is becoming more automated and impersonal, we are refreshingly old school. You are important to us. We offer to speak with you and your clients directly to make sure we deliver the most personal and rewarding buying experience.
Realistic Intelligent Successful Financial Solutions
Markets We Serve
Independent Life Insurance Agents
CPI was built from the ground up to support the needs of independent agents, and we continue to break ground and innovate in the life, annuity, disability, long-term care, and life settlement markets. We provide the most comprehensive suite of services in the industry, designed to free up your time and deliver the most suitable solutions for your clients.
REGISTERED INVESTMENT ADVISORS (RIAs)
CPI’s partners are registered representatives with decades of experience in the securities business. We are licensed to sell every type of life insurance and are an especially good fit with IAR’s who need specialized support recommending our product offerings. CPI offers a solution for all RIA’s, whether your firm receives commissions or not, or wants asset-based compensation products.
Having been a broker dealer ourselves, we are well versed in the distribution of life insurance and our other products through this channel. In particular, we serve as the front-end sales support and back-office processing unit for variable life policies, where your firm’s compensation is unaffected by our participation. For variable life, we are the no-cost back office of choice.
We are an invaluable resource for accountants and attorneys. We provide professional advice regarding clients’ in-force life insurance policies, new product suitability, and direct-to-client sales and services.