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Case Studies


The CPS Annuity Department is a top performer in the industry, with a drive for excellence and innovation; we supply a comprehensive and diverse platform of Annuity products. Our rich expertise and market support ensure you and your clients are taken care of.

Disability Income

The Disability Income Insurance Department at CPS uses a personalized approach in finding new ways of protecting assets from the unexpected. We provide accurate, in-depth product information that is designed to help build and maintain effective solution based plans.


The CPS Life Department is here to help create a solid foundation for a lifetime of security. We have a passion for sound, long-term financial planning to offer clients the best options that fulfill their needs.

Long-Term Care

The Long-Term Care Department has built strategic partnerships with our many carriers, allowing for a diverse portfolio of Long-Term Care options, knowledge of competitive products and services available.


The CPS Underwriting Department evaluates a full range of client attributes to find the best coverage available. Our head underwriter ensures no obstacles stand in the way of finding coverage for your client.

Contact Us

San Diego: Phone 800-776-4647 | Fax 858-535-0560
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