Tailor an annuity strategy that aligns perfectly with your clients’ life aspirations.
Annuities are financial products that are often used as part of a comprehensive retirement income strategy, but they can also serve other financial purposes such as being a hedge against market volatility. A new wave of Fee-Only and Fee-Based Annuites has arrived and should be compared side by side with your client's existing annuity holdings.
High-net-worth families can use annuities to secure a reliable stream of income during retirement, regardless of market fluctuations.
Annuities offer high-income earners a tax-advantaged investment vehicle, allowing them to defer taxes on their earnings until withdrawal.
By sheltering assets within an annuity, your clients can mitigate the risk of potential financial losses from unforeseen circumstances.
Pass wealth seamlessly from your clients to their beneficiaries without probate costs and delays.
Access to Over 75 insurance carriers
CPS Private Client Solutions (CPS | PCS) is a pioneer in the realm of insurance planning. With a seasoned team of industry veterans, we've honed our craft to provide comprehensive risk management strategies supported by insurance.
