Category: Elite Members

CSP_Logo_peloton_270x230

18

Aug2019

Capital Synergy Partners

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Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and financial advisors to enhance the practices of established, independent, like-minded professionals. Our financial advisors are independent, professional business owners focused on helping their clients achieve their financial and life goals. The ... Read More
August 18, 2019Lisa Navarro
coventry_peloton

17

Aug2019

Coventry

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Coventry created the secondary market for life insurance, coining the term “life settlement” to describe the transaction that enables policyowners to sell their unneeded life insurance policies. For more than 20 years, Coventry has been the life settlement market leader, driving the industry forward and expanding opportunities for ... Read More
August 17, 2019Lisa Navarro
CPSsquare

17

Aug2019

CPS Insurance Services

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CPS Insurance Services has been a leader in the Life Insurance Brokerage Community for over 4 decades. CPS is a values driven business with a balanced approach to growth that emphasizes integrity and service to all of its stakeholders. Its employees, its brokers and their clients, along with its carriers ... Read More
August 17, 2019
examone-logo1

15

Aug2019

ExamOne Superior Solutions

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ExamOne is committed to ensuring the underwriting requirement process is quick and convenient for applicants, agents and home-office personnel. Our services include data gathering, paramedical examinations, laboratory testing and consultative analytics, designed to assist life insurance companies in fair, objective evaluations on mortality risks of applicants. Working together over 40 years, ... Read More
August 15, 2019