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What we do, why we are here?
“Ancillary services have become critical for RIAs to sustain growth over the long-term and meet evolving business challenges.
CBS Brokerage’s outsourced insurance management solves for both of these challenges, adding value for clients and driving real revenue growth. This is what CBS does; give us a call and let’s have a conversation.”
How we can help you (insurance and annuity reviews)?
We just want you to be proactive. Just ask, “Do you have existing insurance? We have a new Ancillary Service, and they give complimentary policy reviews as risk management specialists.” This keeps everyone good from a compliance stance, gives clients added confidence in you and your firm plus it uncovers opportunities.
Tools
Advanced Planning
Life Insurance: Help plan for the unexpected
Long Term Care: Every client deserves to have a custom conversation about their LTC, let’s talk
Disability: Your ability to work is your greatest asset
Annuities: We review annuities to make sure they are still meeting objectives
Education & Development
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- Visit the CBS Homepage here
- CBS Spotlight (podcast)
- Tuesday Tidbits (weekly webinar training)
- CBS LinkedIn Page
Contact Us
Tedd Hikes
P: (952) 698.9378 |F: (763) 450.1880 |E: tedd@cbsbrokerage.net
I’d Love To Connect. Here is my calendar link to make finding time easy.