For Agent Use:
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 |