Quickstart

Contact Information:

PRIMARY CONTACT

Rob Reedy, CLU®, ChFC®

Vice President of Life Sales & Marketing

Direct Phone 800-326-5433 Ext 109

rreedy@cpsinsurance.com

 

WHERE TO SEND NEW BUSINESS & CONTRACTING APPLICATIONS

CPS Insurance Services

4400 MacArthur Blvd., 8th Floor

Newport Beach, CA 92660

www.CPSinsurance.com  

 

ATTENTION

Mike Song msong@cpsinsurance.com (Carrier Contracting) Ext 129

Izzy Hwang ihwang@cpsinsurance.com (Life & Disability) Ext 139

Erika Usher eusher@cpsinsurance.com (Annuities) Ext 153

Raquel Shull Rshull@cpsinsurance.com (Long-Term Care) Ext 149 

 

COMMISSION

For commission questions regarding placed business, please contact:

CPS Commissions Questions, Rob Reedy 800-326-5433 Ext 109 

 

COMPANIES

Carrier Roster  

 

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

QUICK LINKS
CONTACT INFO
  • Bond Support: 866.746.7075
QUICK LINKS
QUICK LINKS

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:

QUICK LINKS

QUICK LINKS

WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

Department Mailbox

Manuals