About CPS
Site Registration
Modify Registration
 
Apps and Forms
Case Status Live
Compliance
Vital Term / Vital UL /
Vital LTC / Vital Signs
Winflex Web
 
Carrier Roster
Annuities
Disability Income
Life
Life Settlements
Policy Review Program
Long Term Care
Underwriting
 
West Coast Life
TeleLife®
 
Carrier Links
Grow Your Business
 
Contact Us
 


Contact Information | Spreadsheets | Policy Holders' Service | Return Of Premium Term | Life Settlements | Estate Planning Analysis | Non Qualified Retirement Planning | Informative Pieces - Prudential | Qualified Retirement Planning | Think About It

If you have any questions, please contact our Marketing Department.

Carrier Roster By Product Type
5 K
  Product Rider Details
15 K
Licensing and Contracting Guide
13 K
  Survivorship Life Product Details
23 K
Life Illustration Request Form
8 K
  Term Life Product Details  
Permanent Life Product Details
47 K
     


Policy Holders' Service
7 K

American General Client Piece
137 K
American General Broker Piece
117 K
Genworth Broker Piece (abbreviated)
107 K
Genworth Broker Piece (detailed)
646 K
Genworth Marketing Piece
49 K

CPS, in a strategic alliance with Lincoln Benefit Life, is pleased to provide you with a comprehensive Estate Planning tool and presentation. Simply complete the Estate Planning Questionnaire with your client and fax to CPS. In 2-3 weeks, CPS and the advanced marketing group of Lincoln Benefit Life will provide you with an in-depth estate plan for your client, complete with detailed written analysis and ledger pages, flowcharts, concept pages, and color graphics and charts. Each plan analysis includes a letter to you which reviews the client's current estate plan, a discussion and summary of the assumptions and estate planning techniques used in the analysis, and specific estate planning recommendations for the client's situation. In addition, each letter is reviewed and signed by one of the Individual Financial Planning Services Group's attorneys.

Estate Planning Questionnaire
948 K
Sample Estate Planning
770 K

Minimum net worth requirements apply. Let us show you how easy putting together and selling a comprehensive estate plan can be.

The ENSHIELD® Opportunity is a business strategy that takes a dormant asset and puts it on a compound growth curve and may provide a level of asset protection which otherwise may not be available.

Each day, millions of corporations produce millions of invoices, resulting in billions of dollars in Accounts Receivable. ENSHIELD® was created to help Producers and Clients take advantage of what was an underutilized asset: Accounts Receivable. ENSHIELD®’s unique design, coupled with Entaire’s ability to deliver it seamlessly to the market, has propelled the Entaire Global Companies to the leadership position in the Accounts Receivable-Based Leveraged Compensation arena.

Other firms have attempted to duplicate ENSHIELD®, but have consistently fallen short of the mark in terms of the turn-key approach that Entaire provides. Entaire believes a thorough, comprehensive approach is the key to making a leveraged strategy such as ENSHIELD® both Saleable and Scaleable. This is followed by a strong desire to simplify the process of doing business with Entaire for Producers and Clients.

Where ENSHIELD® Has Been Effective

  • Agriculture (Crops)
  • Architectural
  • Asset Based Trails
  • Auction Commitments
  • Cattle
  • Charitable Pledges
  • Consignment Sales
  • Construction (Incomplete Building)
  • Consulting
  • Contingency Fee Practices
    (Including Legal and Chiropractic)
  • Dental
  • Dues
  • Engineering Firms
  • Funeral Homes (Pre-need Sales)
  • Goods in Transit
  • Holdback (Automotive Dealerships)
  • Import/Export
  • Inventory
  • Leases (Commercial)
  • Leases (Oil, Gas, Natural Resources)
  • Lottery
  • Low Income Housing Credits
  • Manufacturing
  • Medical Receivables
    (Including Medicare and Medicaid)
  • Membership Fees
  • Mobile Home Parks
  • Outstanding Fines
  • Patents
  • Physicians
  • Premium Payments
  • Raw Materials
  • Renewal Streams
  • Rents
  • Residuals
  • Royalties
  • Sales Renewals
  • Scrap Metal
  • Subscriptions
  • Tax Payment Streams
  • Toll Roads/Bridges (Municipality)
  • Toll Roads/Bridges (Privately Owned)

An Alternative To An ILIT
57 K
An Alternative To An ILIT #2
52 K
Estate Tax Repeal Hedge Plan
166 K
Split Dollar Arrangement
112 K

Ask Your Client - Would you like a free look at a retirement plan with a tax deduction? How much would you contribute to this plan? All you need is a census to start. Contact your CPS Life Marketing Manager for more information.

Introduction to Retirement Plans 336 K
Qualified Markets Proposal Request Form 20 K

Leimberg's, Think About It, is a very popular and very informative, monthly newsletter intended for insurance agents and financial planners interested in current legislation, cases, rulings, and other developments impacting on life insurance and other key tools of estate planning. The Activator is a special compilation of important issues we provide to you, courtesy of the great people at Prudential, in PDF format.

May 2008 - Reviewing the Buy-Sell Agreement
124 K
April 2008 - Crafting the Correct Beneficiary Designation
115 K
March 2008 - Life Insurance and Charitable Planning: A Guide to Success
144 K
March 2008 - What Every Employer's Advisor Needs to Know
133 K
About New Rules Impact on Employer-Owned Life Insurance
146 K
March 2008 - The Choice is Yours
146 K
March 2008 - Why a Buy-Sell?
215 K
February 2008 - Overview of the Federal Gift Tax Law
215 K
February 2008 - Abusive Trusts, Frauds, Tax Fantasies and Scams
167 K
February 2008 - 2008 Tax & Benefit Numbers
231 K
February 2008 - What You Need to Know About Limited Liability Companies (LLC)
240 K
February 2008 - Entity Planning: Why Entity Planning is Important to You
142 K
February 2008 - Today's Estate Tax System in a Nutshell
151 K
February 2008 - How to Choose a Trustee
204 K
January 2008 - Second National Charitable Life Insurance Test
159 K
January 2008 - Living Trusts - Myths and Realities
249 K
January 2008 - Taxation of Health Insurance: The Key Points You Need to Know
127 K
January 2008 - Reviewing a Client's Will and Trust
97 K
January 2008 - Family Limited Partnerships - Advantages Revisited - Part I
129 K
November 2007 - What Every Planner Needs to Know About The Gift Tax Annual Exclusion
160 K
September 2007 - Estate and Financial Planning for Non- Traditional Relationships
160 K
August 2007 - Dynasty Trusts
244 K
July 2007 - Planning For Older Clients
166 K
May 2007 - Valuing A Closely Held Business
135 K
November 2006 - Life Insurance and Charitable Planning
332 K
October 2006 - Abusive Trusts, Frauds, Tax Fantasies and Scams
345 K
September 2006 - What Professionals Need To Know About Self Canceling Installment Notes (SCINs)
282 K
August 2006 - Taxation of Health Insurance
172 K
July 2006 - Living Trusts – Myths and Realities
295 K
June 2006 - Funding Buy-Sell Agreements
280 K
May 2006 - A Guide To The Agent Faced With A Seriously Ill Client
261 K
April 2006 - Essential Skill Sets Of A Successful Life Insurance Professional
276 K
March 2006 - Probate, A Primer
1735 K
February 2006 - Key Income Tax Concepts
304 K
January 2006 - Why Every Planner Needs To Know About The Court System
235 K
December 2005 - Key 2006 Numbers and Adjustments
400 K
November 2005 - Charitable Gift Annuities
325 K
October 2005 - Living Trusts - Myths and Realities
355 K
September 2005 - Probate and Living Trusts
336 K
August 2005 - Using The Income Tax Return To Spotlight Financial Security Needs
210 K
July 2005 - The Choice Is Yours
336 K
June 2005 - An Overview Of The Federal Gift Tax Law
886 K
May 2005 - Today's Estate Tax System In A Nutshell
386 K
April 2005 - How To Choose A Trustee
336 K
March 2005 - Private Annuities Going Public
395 K
February 2005 - Key 2005 Benefits, Tax Details and Numbers
848 K
January 2005 - Family Limited Partnerships, Part Three - Advantages
474 K
December 2004 - Family Limited Partnerships, Part Two - Advantages
512 K
November 2004 - Family Limited Partnerships, Part One - Advantages
261 K
October 2004 - Transfer For Value
420 K
September 2004 - Dying For Charity: A New Breed Of Golden Goose That Lays Rotten Eggs?
123 K
August 2004 – S Corporations - An Incredible Planning Tool
502 K
July 2004 – Death and Dying - What Every Financial Services Professional Needs To Know About It.
654 K
June 2004 – Revocable Living Trust Planning for Elderly Clients
540 K
May 2004 – 10 Most Common Life Insurance Mistakes / How To Avoid Them
216 K
April 2004 – Financial Guide For Families W/ Special Needs Children - Part Two
312 K
March 2004 – Financial Guide For Families W/ Special Needs Children - Part One
198 K
February 2004 – Key 2004 Numbers
612 K
January 2004 – Death Benefit Only Plans
486 K
December 2003 – Living Wills, Powers Of Attorney, Revocable Living Trusts
486 K
November 2003 – Limited Liability Companies
270 K
October 2003 – Final Split Dollar Regulations
440 K
September 2003 – Valuing A Closely Held Business
250 K
August 2003 – Estate Tax And Wealth Transfer Cases
258 K
July 2003 – Split Dollar Proposed Regulations
283 K
June 2003 – GRATs (Grantor Retained Annuity Trusts)
254 K
May 2003 – 412(i) Plans
219 K
April 2003 – Trusteeship
161 K


Contact Information | Spreadsheets | Policy Holders' Service | Return Of Premium Term | Life Settlements | Estate Planning Analysis | Non Qualified Retirement Planning | Informative Pieces - Prudential | Qualified Retirement Planning | Think About It




1610 Arden Way, Suite 135
Sacramento, CA 95815
(916) 481-6290
(800) 922-6290
(916) 481-6365 Fax

CPS Sacramento is currently licensed in the State of California under California Corporate License #0680980.

The CPS Sacramento 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 Sacramento web site by its users is strictly prohibited.

The list of registered CPS web site users is reviewed for business-related activity on a regular basis. Only registered users will receive site support of any kind. Comments and suggestions are encouraged.

Read Our Privacy Policy

To use the CPS Sacramento web site, you will need to have the following application installed: