Grow Your Business - Tools

Getting Your Client Insured | Build Your Own Web Site | Vital Suite of Products | Carrier Presentation Library | Lincoln Benefit Life Consumer Related Pieces | Lincoln Benefit Life Direct Mail | LIFE Organization | Health and Underwriting News | Business and Finance News

CPS, its core carriers, and its marketing related vendors, offer a number of tools you can use to help grow your business. Also, parts of this page are recommended (frequently used) industry related links. If you require assistance with the setup, application, or use of any of these tools, please contact your CPS Sales Rep.

 Getting Your Client Insured

Getting Your Client Insured
7 K
Getting Your Client Insured - Editable
24 K
Preparing Your Client For An Exam
14 K
Questions To Ask Your Client
6 K
Tips For Writing A Good Cover Letter
5 K

 Build Your Own Web Site

CPS Insurance Services has secured an exceptional offer for its affiliated agents to obtain this unique Marketing Tool.

Create A Web Site

 Vital Suite Of Products

Are you a producer interested in purchasing Vital Suite for use at your own website? If so, you can order directly, on-line using a credit card. As a CPS producer, you will receive discounted annual prices by taking the following steps:

  1. Click the link, http://www.lifelinkpro.com.
  2. Click on the “New Order” link.
  3. Select “CPS Individual” as the Group.
  4. Enter the group key of “CPS”.
 Carrier Presentation Library

AIG/American General offers tips regarding the sale of Return of Premium Term. Please use the following link to view the 5 minute audio/visual presentation: http://www.brainshark.com/aiglifebrokerage/justask

 Lincoln Benefit Life Consumer Related Pieces

Financial focus seminars provide valuable information and concepts to help your customers recognize some important financial challenges they may need to address and begin to discover solutions.  The seminars can help you attract new customers and leverage your existing customer base. Producers contracted with LBL can go to www.accessallstate.com - once you log-in click on sales tools / sales support / consumer workshops.

Wealth Transfer
498 K
Life Insurance
518 K
Indexed Annuities
661 K
Business Life Insurance
729 K
CD Rollovers
276 K

 Lincoln Benefit Life Direct Mail

Lincoln Benefit Life has developed reply-card brochures intended for use in lead generation. Please review the samples at the links to see if one or more of these pieces is right for you. Please note that page one of each of the sample mail piece images is blank, this is due to the format of the actual mail piece. The link called Ordering Form includes easy-to-follow directions on how to order the pieces you require.

Business Life
105 K
  Ordering Form
282 K
Business LTC
131 K
  Risk Averse Investing
141 K
CD Rollovers
111 K
  Wealth Transfer
111 K
Individual LTC
123 K
     

 LIFE Organization

LIFE (Life and Health Insurance Foundation for Education) realLIFEstories

Please click here for a 3 minute long Brainshark presentation detailing the realLIFEstories program.

realLIFEstories Client Service Award Program Call for Entries

Every time a client signs an insurance policy, several important promises are made. The insurance company promises to pay future claims and you promise to always be there for your clients. In return, your clients can face the future knowing that their loved ones will be protected financially, even if they die prematurely or become sick or disabled. That's what our industry does. We allow our clients to make important promises and keep them. Now you have the opportunity to spread this important message to millions of Americans.

Read the entire article here
Get the application here
Read more about the program here

LIFE (Life and Health Insurance Foundation for Education)

LIFE (Life and Health Insurance Foundation for Education) makes available to you: Materials that educate; Video, audio and print elements that add impact to presentations; Display ads that motivate; and Tools to help you make effective group presentations. To see all of what LIFE has to offer, go to their website at www.life-line.org.

LIFE on-line catalog and order form

 Health and Underwriting News

American Cancer Society Journal of the Academy of Life Underwriting
Impaired Risk Analysis Mayo Health Clinic
Johns Hopkins National Underwriter

 Business and Finance News

A.M Best Co. Million Dollar Round Table
American College Moody's
American Society of CLU and ChFC Nat. Association of Insurance and Financial Advisors
Business Valuation The Life and Health Insurance Foundation for Education
Life Underwriting Training Council  

 

Getting Your Client Insured | Build Your Own Web Site | Vital Suite of Products | Carrier Presentation Library | Lincoln Benefit Life Consumer Related Pieces | Lincoln Benefit Life Direct Mail | LIFE Organization | Health and Underwriting News | Business and Finance News

 

8447 Miramar Mall, Suite A
San Diego, CA 92121
Tel. (858) 535-9444 or (800) 776-IMIS
Fax (858) 535-0560

The CPS Integrated Marketing & Insurance Services web site is maintained exclusively for active producers contracted with carriers through CPS, and is intended for agent use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CPS Integrated Marketing & Insurance Services web site by its users is strictly prohibited.