CPS Insurance Services (CPS) is the nation’s leading independent marketer of individual products to successful financial and insurance professionals.

Specializing in Life, Annuities, Disability Income, Long Term Care and Employer Benefits products, CPS is more than the most comprehensive resource for premium products and services. We are focused on being the best provider in the industry, through the sum of the relationships we’ve cultivated over four decades.

We are a values-based organization of individuals who provide best-in-industry products, services and support to the insurance and financial services industries. Today, we enable our forward-thinking affiliates and clients to succeed, in business and in life.

Insurance

CPS Insurance Services

CPS Insurance Services' headquarters in Newport Beach, CA, United States

Andy Holden

Erin Holden

Lena Garcia

Afsheen M.

The Insurance Sales and Brokerage team at CPS Insurance Services is dedicated to driving revenue through the sale and distribution of individual insurance products, including Life, Annuities, Disability Income, and Long Term Care. Comprising experienced professionals like agents, brokers, and specialized managers, the team provides strategic support and expertise to financial and insurance professionals, fostering strong relationships and ensuring clients have access to best-in-class products and services. Their goal is to empower affiliates to thrive in a competitive market while upholding the company's values of integrity and excellence.

Insurance Sales and Brokerage

The Leadership Team at CPS Insurance Services drives the strategic vision and operational excellence of the company, ensuring alignment with its values-based mission. Comprising the President, CEO, and Vice Presidents, this team fosters innovation and growth by cultivating relationships, overseeing product development, and enhancing service delivery to empower affiliates and clients in the insurance and financial services sectors.

Leadership Team

This department focuses on managing and optimizing the sales process to drive revenue growth.

Sales Operations

This department manages the processes and activities related to life insurance sales and underwriting.

Insurance Operations

This department focuses on selling various insurance products, including annuities and long-term care plans.

Insurance Sales

This department oversees retirement planning and human resource functions to support employee well-being and organizational effectiveness.

CPS Insurance Services

Org chart

Teams

Insurance Sales and Brokerage

Leadership Team

Sales Operations

Insurance Operations

Insurance Sales

Retirement and Human Resources

Offices

CPS Insurance Services

Org chart

Teams

Insurance Sales and Brokerage

Leadership Team

Sales Operations

Insurance Operations

Insurance Sales

Retirement and Human Resources

Offices

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