2025 CPS Sales Summit

Powerful Strategies for Unstoppable Success

Marconi Auto Museum | 1302 Industrial Drive, Tustin CA 92780
Wednesday, May 7th - 8.00 AM to 2.00 PM

- Breakfast and Lunch will be served -

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Register Today

Join the CPS Sales Team along with the industry’s most innovative carriers for this year’s premier event. 

Why Attend?

Tap into the expertise of CPS professionals as they share powerful strategies and actionable insights to help you drive growth, increase revenue, and achieve a record-breaking year of success. Don’t miss this invaluable opportunity to elevate your practice!

Get an exclusive tour of the Marconi Auto Museum, home to over $60 million worth of exotic, classic and muscle cars...

And enjoy custom coffee creations by the award winning team from Bird Rock Coffee Roasters

Agenda & More Information

8.00 AM – 10.00 AM

Custom coffee creations by the award-winning team from Bird Rock Coffee Roasters

8.30 AM – 9.30 AM

American style breakfast amongst the $60 million dollar Marconi car collection

9.30 AM – 2.00 PM

Presentations by our Strategic Carrier Providers alongside the CPS Insurance Services Sales Managers Matt Anderson, Matt Gandy, Rob Reedy, Scott White, and Tom Nicols

  • How to turn tax-deferred annuities into tax-free income
  • Developing your LTC philosophy
  • Disability income sales ideas that deliver BIG commissions
  • Industry Expert Panel Discussion - Keys to Success in 2025!
  • Life Settlements - What they are, how they work, and why it may make sense for your clients
  • Positioning annuities in the current rate environment
  • Price vs Value - Life with LTC, CI and Vitality
  • Utilizing annuities to make your income portfolio more efficient
  • Why clients make the decisions they do with GILICO
  • And more!

12.10 PM – 1.00 PM

Lunch

CPS Insurance Services Sales Team


Strategic Carrier Providers

Claim Your Spot Now