Protect your client's assets against unforeseen risks with the guidance of the CPS | PCS insurance team. We cater to ultra-high net worth individuals and their families, providing specialized tailored solutions to meet their unique lifestyle and insurance needs. We emphasize offering high-quality, bespoke coverage, ensuring they benefit from our premier services and 50 years of Insurance carrier relationships. With a diverse range of coverage options and expert guidance, we ensure that the proper insurance is in place when it's needed.
What Types of Coverage and Solutions We Provide
Life insurance offers protection to families with significant wealth and businesses. It accomplishes this by providing large capital infusions, income tax-free via a death benefit to designated beneficiaries upon the insured person's death, to provide liquidity for various needs.
This financial strategy involves using a bank loan to pay life insurance premiums. It is often used for ultra-high-net-worth individuals or businesses seeking to leverage their assets and manage cash flow.
Your client's earning potential could be one of their most valuable assets, yet it is frequently undervalued. Traditional insurers typically fail to meet the income replacement requirements of high-income earners. CPS | PCS offers personalized high-limit disability solutions specifically designed for affluent clients, providing coverage that surpasses what traditional insurers offer.
Annuities are financial products integral to retirement income strategies, with other potential uses. New-to-market fee-based options should be compared to existing annuities held by families for those with existing annuities.
The primary goal of long-term care is to assist individuals with activities of daily living (ADLs), including bathing, dressing, eating, mobility, continence, or a severe cognitive impairment.
A broad spectrum of insurance solutions via our strategic partners, this solution encompasses various types of coverage designed to protect individuals and organizations against financial loss from property damage and liability.
Access to Over 75 insurance carriers
