Partners In Growing Your Business


partnersCPS Advisory Group is an independent wholesale brokerage providing RIAs, financial planners, agents, and brokers with one of the most comprehensive selections of Life, Annuity, Long Term Care, and Disability Income products available.

What differentiates us is our level of personalized service, our objective process for selecting insurance solutions, and industry leading consulting and coaching services to grow your whole business.

We take service to a whole new level by providing independent solutions, strategic concepts, and the best carriers and products and world class underwriting.  By our standards, that is just table stakes to be in the game.   We go the extra mile in adding value to you and your clients.  We take an active interest in helping you build a more consistent, profitable, and sustainable business. Bottom line, we are committed to your success.

We deliver on this commitment by:

  • Simplifying the insurance sales process so you can focus on your clients.
  • Providing a prudent, objective process for selecting insurance solutions that meets fiduciary standards and gives you and your client confidence you have the most appropriate, unbiased solution for their needs.
  • Personalized coaching and consultation to optimize and grow your business.