As a financial advisor, you are the trusted resource your business owner clients turn to for advice – even for issues that may lie outside your scope of expertise. The hot topic for a while now has evolved around the Affordable Care Act, or ACA.
Many of your business owner clients are seeing substantial rate increases on their group benefit plans. Neither your clients, nor their valued team members, are happy with these changes.
If your business owner clients are coming to you as a resource for their group benefit plans, why introduce another advisor to the mix when you can stay in charge with CPS – while we help you, help them.
In addition, group retirement plans are a natural extension of group benefits. Typically when we address a client’s group benefit concerns, a 401(k) plan would follow. The end result – you immediately expand your insurance services, insulate your business from the competition, and dramatically grow your income.
These lines of business generally renew year after year – meaning your income follows the same path and you will earn increasing renewal commissions annually.
CPS Employer Group Benefits is your strategic partner in the Group Benefit and Retirement space, offering:
How does it work? Contact the CPS Team to review the opportunity, then we will:
Why does this matter?
What’s the next step?
Phone: (949) 863-0700 ext.101
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