Whether you are pursuing a personal needs sale or a business marketplace sale, CPS Insurance can provide a fact finder which can be co-branded with your personal contact information.

Pre-Screen Form for Life Insurance

Fillable Preliminary Private Underwriting Questionnaire

Guaranteed & Simplified Issue Underwriting

We can help you provide your clients with products that do not require a medical examination.

Simplified Issue solutions allow your clients to qualify for insurance by answering a series of questions related to their current health.
Guaranteed Issue solutions allow your clients to obtain life insurance without any qualifications. No medical questions and no medical exam necessary.

Policy Holder Services

A list of all of our carrier’s policy holder services phone numbers. These numbers can be used to service your client’s existing policies including conversions, policy change requests, and to determine current policy status.

Life Policy Holder Services

Policy Review Kit

Making policy reviews a central part of your practice can help you strengthen existing relationships with clients and help you grow your business.

CPS has a turn-key Policy Review Kit making it simple to engage your clients and analyze their current policy performance, benchmark against alternative solutions and provide the proper recommendations to ensure that their policy meets their insurance objectives.

CPS Policy Authorization Form

CPS Policy Review Kit Client Brochure

CPS Policy Review Kit Producer