Annuities

annuities2

CPS supplies a comprehensive, diverse portfolio and best- in- market support services.

A Comprehensive Portfolio

With a drive for excellence and innovation, CPS has developed a complete, diverse platform of Annuity products. We continuously research and determine the best assets to offer and hold within our portfolio.

Annuities

  • Fixed
  • Indexed
  • Multi-Year Guarantees
  • Single Premium Immediate Annuities
  • Structured Settlements
  • Terminal Funding

Services

Rich in expertise, CPS is a recognized leader in providing services that support the specific needs of the Annuities market. Our personalized service, relationships and technological advances have given quick and easy access to Annuity related solutions.

Advanced tool for insurance professionals provides extensive product information, rates, illustrations and SPIA quoting tools powered by Annuity Rate Watch.

See Latest Annuity Rates & Product Information

Fixed Rate Annuities

Provide your clients with the stability of a fixed interest rate guaranteed to never fall below the stated minimum. Fixed Rate Annuities offer competitive interest rates that are usually higher than those of CDs or money market accounts.

Index Annuities

Index Annuities link interest credits to a common market index such as the S&P 500, NASDAQ or Dow Jones Industrial Average. If the market index declines in value, your client’s account is protected.

Immediate Annuities

Also known as Income Annuities, Immediate Annuities (or SPIA) generate income payments to clients within 12 months of the issue date. SPIA’s are great for clients who seek the peace of mind that comes from a guaranteed paycheck now.

SPIA Carrier Roster

SPIA Options Explained

Health Rated SPIA/ Impaired Risk SPIA

Sales & Marketing Resources

Resources to help you grow your business and educate your clients including; client handouts, multimedia presentations, and producer training tools.

View Resources

Annuity Team

brandon

Brandon Hauck

Annuity External Wholesaler

(949) 225-7124

scott-white

Scott White, RICP, AAPA, ALMI

Annuity External Wholesaler

(949) 225-7128

kirk

Kirk Ito

Annuity Internal Wholesaler

(949) 225-7125

michael

Michael Gezelman

Annuity Internal Wholesaler

(949) 225-7131

taryn

Taryn Lawrence

Annuity Sales Coordinator

(949) 225-7170