About Us
CPI Companies is an outspoken industry leader advocating for the benefit of our mutual clients. We are proud of our history of successful outcomes, outstanding client service, and attention to detail.
CPI Companies, an Insurance Designers of America partner, is committed to providing the most comprehensive suite of agent success tools ever assembled, including but not limited to:
Expert product support for Life, LTC, DI, Annuities and Life Settlements
Expert in-house underwriting including:
- Accu App and Pro Quote
- LifeWeb live case status
Advanced market support
Custom designed sales strategies
Robust suite of top level carriers
Competitive compensation
Policy service for active agents
Mission Statement
Through our association with Insurance Designers of America we support the sale of every type of life insurance. From term to VUL, and everything in between, we provide the most informed, suitable product recommendations based on our intimate knowledge of product construction and applicability. We do not treat life insurance as a commodity, where price is the only decision point. Wherever possible, we want you and your clients to understand the important differentiators between carriers and products and how they might affect the policy owner in the future. It isn’t unusual for us to know important and valuable details about products that you will never find out about elsewhere.
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Because we have intimate knowledge about the way insurance is purchased, underwritten and managed, we work a little differently than our competitors. We are less interested in transactional price comparisons, and more interested in client and product suitability.
We want to help you achieve the very best results for every client. That’s why we ask that you allow us to assist you by moving your case along our non-conventional path to success.
Once you’ve experience our proprietary services we are confident you will appreciate how valuable we are to your bottom line and time management.
Our areas of expertise encompass estate planning, executive benefits, succession planning, asset protection, wealth accumulation, income replacement and all the financial products associated with the highest-level planning opportunities.
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