CPS Insurance Services

CPS Insurance Services

CPS Insurance Services has built a solid network and established a substantial presence across the USA as the leading provider of products, service and support in the insurance industry. Celebrating 45 years of continued success, we are dedicated to meeting and exceeding the needs of individual advisors by providing a balanced mix of the latest information and technologies, along with years of industry knowledge and service expertise.

CPS is dedicated to helping financial services professionals plan for and secure their clients’ futures. We hold strong to our core values of Integrity, Passion, Excellence, Collaboration and Creativity. By doing so, we offer you access to the best companies, products and services in the insurance industry.

By partnering with CPS, you have access to over 50 top rated carriers in the lines of Life, Annuities, Long Term Care, Disability Income and 401(k) services. The CPS marketing team is equipped with CLU, ChFC and LOMA designations, offering strategic and advanced consulting, case design and management and point of sale support. We offer immediate turnaround proposal service, field underwriting expertise, and application, licensing and contract processing with status reports. In addition, the CPS website offers an array of tools to help you to grow your business including up-to-date product information, quoting engines, live case status applications and forms, and access to educational materials, webinars and on-site events.

CPS understands the market and delivers the level of service and support that you expect and deserve. We look forward to partnering with you to help grow your business and assisting you with all of your insurance needs.

Visit: https://cpsinsurance.com/wis

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CONTACT INFO
  • Bond Support: 866.746.7075
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Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

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WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

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