CPS Insurance Services Announces Tactical Tuesdays

In 2026, we’re inviting you—and the CPAs you work with—to join the Advanced Sales Tactical Tuesdays webinar series.

Partnering with CPAs is one of the most effective ways to generate new business by delivering insurance-based solutions that complement their tax and financial strategies. CPAs sit at the crossroads of tax, cash flow, retirement, and succession decisions—the exact moments when protection and accumulation solutions belong on the table.

When you learn together, you create tax‑smart strategies that drive real results.

About the series:

• Clear, practical Advanced Sales content designed for real client conversations.
• Co‑learning with your CPA partners—each session provides one CPE credit per attending CPA.
• All webinars start at 10.00 am pst.

How this grows your business:

• Warm introductions to ideal prospects through trusted CPA relationships.
• Coordinated language that simplifies complex topics for clients.
• Faster movement from advice to implementation.

Make it simple:

• Invite a CPA to attend with you.
• Register together for one session or the full series.
• Schedule a 15‑minute debrief to align on next steps for shared clients.

Reserve your seat…

The first webinar in the series, “Qualified Plans: A Strategy that Makes Both Dollars and Sense”, is scheduled for Tuesday, January 27th. *Registration is limited. 

Let’s turn tax‑smart planning into measurable insurance growth—together. Please call the CPS Life Sales Team at (949) 863-0700 Option 1 with any questions.