Coverages
The coverages available through our agency include, but are not limited to the following:
“CPI Financial & Insurance Services offers numerous carriers to handle
both preferred and non-standard exposures!”
|
Employee Welfare Services |
Property and Liability Services |
| Health |
Commercial Property |
| Dental |
Physical Damage Coverage |
| Group Life |
General Liability |
| Vision |
Workers' Compensation |
| Short Term Disability |
Professional Liability |
| Long Term Disability |
Employers Liability |
| Voluntary |
Umbrella Liability |
| Cafeteria/Section 125 Plans |
Bonds |
| Mini-Med |
Directors and Officers Liability |
|
Personal - Automobile |
| Retirement Services |
Automobile Liability |
| Qualified Retirement & Pension Plans |
Personal - Homeowners |
| Non-qualified Deferred Compensation |
|
| 401(k) |
Life Insurance Services |
| Profit Sharing |
Term Life |
| 403(b) |
Viatical Settlements |
| Split Dollar Plans |
Universal Life |
| Executive Bonus Plans |
Fixed Annuities |
| Buy-Sell Agreements |
Whole Life |
| Investment Services |
|
| Financial Planning |
|
| Retirement Planning |
|
| Investment Strategies |
|
| Estate Planning |
|
| Brokerage Services |
|
| Variable Life Insurance |
|
| Stocks/Mutual Funds |
|
| Variable Annuities |
|
| Educational Planning |
|
| Managed Investment Accts |
|
CPI Financial & Insurance Services
2275 South Main Street, #101
Corona, CA 92882
Phone: (951) 735-2800
Fax: (951) 735-2755
(888) 325-6864 |
