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					Welcome to the




                 Conference Overview

    Our Hosts:
                  The Montage Laguna Beach Resort & Spa
                  30801 South Coast Hwy • Laguna Beach, CA 92651
                          www.montagelagunabeach.com
                             CPS AFFILIATE CONFERENCE 2009
                                               January 29 – 31, 2009
                                           Montage Laguna Beach Resort & Spa
                                     30801 South Coast Hwy • Laguna Beach, CA 92651
                                             www.montagelagunabeach.com



  2009 CPS Affiliate Conference Overview
           Event Overview
           The 2009 CPS Affiliate Conference is being held January 29-31, 2009 at the Montage Resort & Spa in
           Laguna Beach, CA. This document contains all of the key planning and event Schedule information and
           will be updated as information changes and is made available.

       Event Coordinators/Contacts:

           CPS Insurance Services
           Greg Wilson – Director of Marketing – gwilson@cpsinsurance.com – 949.225.7103
           Aileen Munoz – Executive Coordinator – amunoz@cpsinsurance.com – 949.225.7122

           Montage Resort & Spa
           Joyce Logan – Conference Services Manager – jlogan@montagehotels.com – 949.715.6125

           Monarch Beach Golf Club
           Corrie Sternquist – Tournament Coordinator – csternquist@TroonGolf.com – 949.248.3014

           Club 19
           Allison Cordero – Conference Services Assistant – allison.cordero@stregis.com – 949.234.3409




CPS Confidential                                             ~2~
                      CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                   Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                   affconf-ovw0 9.1.5
                            CPS AFFILIATE CONFERENCE 2009
                                              January 29 – 31, 2009
                                          Montage Laguna Beach Resort & Spa
                                    30801 South Coast Hwy • Laguna Beach, CA 92651
                                            www.montagelagunabeach.com



  Participating Carriers
           Company                            Company Representatives - Name / Title

                                              Mark Stueven             –   Vice President, Western Reserve Life
                                              Vince Pavone             –   Director of Marketing, Western Reserve Life
                                              Marty Flewellen          –   President, Transamerica
                                              Scott Coomes             –   Sales Vice President , Transamerica
                                              Michael Thaxton          –   Sales Vice President, Transamerica
                                              Connie Hwang             –   Regional Marketing Director, Transamerica


                                              Peter Scanlon            –   Executive Vice President
                                              Steve L. Hinrichs        –   Vice President
                                              JoDee Deutsch            –   Director, Implementation & Account Mgmt
                                              Jim Nelson               –   Sales Vice President, West


                                              Rob Sharp                –   Divisional Sales Vice President
                                              Mark Teitelbaum          –   Vice President, Advanced Sales
                                              Mark Cherryhomes         –   Regional Sales Vice President
                                              Sharon Kaufman           –   AVP, National Accounts




                                              Kevin Laing              –   VP, Regional Sales Manager



                                              Greg Mack                –   SVP, Sales & Distribution
                                              Steven Block             –   Vice President, Account Management
                                              Michael Williams         –   Director, VUL Distribution
                                              Michelle Dauphinais      –   Account Manager



                                              Sam Barnett              –   Regional Vice President
                                              Kevin Yerkovich          –   Sales Vice President


                                              Jeff Barker              –   National Sales VP
                                              Raymond Sheridan         –   Division Sales Manager
                                              Vern Carlson             –   Regional Sales VP
                                              Don Tooley               –   Internal Wholesaler
                                              Diana Dean               –   Service Relationship Manager
                                              Don Yasso                –   Sr. Underwriting Consultant
                                              Brian A McKenna          –   Sr. Advances Sales Consultant




CPS Confidential                                            ~3~
                     CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                  Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                          affconf-ovw0 9.1.5
                            CPS AFFILIATE CONFERENCE 2009
                                              January 29 – 31, 2009
                                          Montage Laguna Beach Resort & Spa
                                    30801 South Coast Hwy • Laguna Beach, CA 92651
                                            www.montagelagunabeach.com



           Company                            Company Representatives - Name / Title


                                              John Haver               –   Senior Vice President
                                              Dave Peters              –   Sales Manager
                                              Bill Vigliotte           –   Senior Vice President, Underwriting
                                              Scott Campbell           –   Manager, Distribution Channel Marketing




                                              Jon P. Forbes            –   Divisional Vice President
                                              Colleen Horner           –   Senior Regional Vice President




                                              Lou DiGiacomo            –   V.P. National Independent Sales
                                              Doug Koch                –   Regional Vice President


                                              Thomas Harris            –   Senior Vice President
                                              Bill Izor                –   Vice President, National Accounts
                                              Paul Marcus              –   Senior Account Representative
                                              Chad Dahlke              –   Regional Brokerage Manager



                                              Mark Rush                –   SVP, Marketing & Sales
                                              John Todaro              –   Regional Vice President
                                              Marilyn Reed             –   Vice President, Underwriting




  Vendors In Attendance
           Company                            Company Representatives - Name / Title

                                              Chris Aitkens            –   Director, Retail Sales, E-Z Data, Inc.
                                              John A. Pattison         –   Account Manager, BGA Division



                                              Mike Bridges             –   President, PaperClip Inc.
                                              Suzy Tuck                –   Vice President of Sales, PaperClip Inc.




                                              Peter Ashworth           –   CEO & Chief Creative Officer, Brilliant Blue




CPS Confidential                                             ~4~
                     CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                  Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                               affconf-ovw0 9.1.5
                               CPS AFFILIATE CONFERENCE 2009
                                                 January 29 – 31, 2009
                                             Montage Laguna Beach Resort & Spa
                                       30801 South Coast Hwy • Laguna Beach, CA 92651
                                               www.montagelagunabeach.com



  Conference Schedule – Wednesday
           Travel Day
           Orange County, John Wayne airport (SNA) is the closest airport to the conference. Because everyone is
           arriving at different times, CPS will NOT be providing transportation to the hotel. We will work with you to
           identify those people arriving at or near the same times, so you can possibly share a cab ride or rental car
           to the hotel. Estimated driving time from SNA is 30-45, and those of you coming into Los Angeles
           International (LAX) airport should allow 1 hour minimum depending on the time of day you arrive.

           Cab Service
           Yellow cabs are available outside the door on the lower baggage claim area. A typical fare from the
           airport to the hotel should be in the $30.00 – $35.00 range.

           Car Rental
           As with all airports, on-site car rentals are available in the lower baggage claim area at John Wayne.
           When arriving at the hotel, please let them know you are with CPS so that your parking fees will be
           charged to our corporate account.

           Hotel Information
           Let us not forget that we are here as part of a business function and not a vacation, and that we are all
           representing CPS Insurance Services. The dress code for the conference will be business casual, with
           time away from the conference being upscale resort casual.

           Check-in time is 3:00, with check-out at 12:00 noon. The hotel has a very limited number of rooms
           available for early check-in and late check-out. Please inquire at the front desk to check availability.

           Hospitality Suite
           CPS is hosting a complementary Hospitality Suite in executive suite 266 to the left of the main pool when
           you are facing the ocean. The suite will be open Wednesday from 2:00-8:00pm with a selection of light
           snacks, sandwiches, beer, wine and non-alcoholic beverages for all CPS conference attendees. For
           those of you that would to purchase a full dinner in one of the Montage’s casual (The Loft and Mosaic Bar
           & Grille) or fine-dining restaurants (Studio), please contact the restaurants directly or the hotel concierge.

           Please note that there is little chance of space being available without prior reservations.

           There are also a few restaurants across the street from the resort including Ruby’s Diner (burgers,
           shakes), Taz (Chinese), and La Serena (Mexican), with downtown Laguna having about every type of
           food you could ever want. Check with the hotel for additional information.




CPS Confidential                                               ~5~
                       CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                     Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                         affconf-ovw0 9.1.5
                                   CPS AFFILIATE CONFERENCE 2009
                                                    January 29 – 31, 2009
                                                Montage Laguna Beach Resort & Spa
                                         30801 South Coast Hwy • Laguna Beach, CA 92651
                                                 www.montagelagunabeach.com



  Conference Presentation Schedule
           See the enclosed Presentation Schedule for detailed information for each day’s presentation agenda.
           Note: All Conference Sessions Are Closed and May Be Attended By CPS Affiliates Only.



         Thursday
                                                            Day at a Glance
                   7:00 – 8:00     Breakfast in Conference Center         11:00 – 11:50   Prudential
                   8:00 – 8:15     Welcome / Opening Comments             12:00 – 12:45   Lunch Buffet
                   8:15 – 8:30     CPS Irvine                             12:45 – 1:30    John Hancock
                   8:30 – 9:00     Brilliant Blue                         1:40 – 2:30     Mutual Of Omaha
                   9:00 – 9:50     Met Life                               2:30 – 6:00     Off-Site Activities
                   10:00 –10:50    AXA Equitable                          6:00 – 9:00     Hosted Cocktail Hour/Dinner


         Friday
                                                            Day at a Glance
                   7:00 – 8:00     Breakfast In Conference Center         12:45 – 1:30    Lincoln Financial
                   8:00 – 8:50     Aviva                                  1:40 – 2:30     Phoenix Life
                   9:00 – 10:00    AEGON Companies                        2:30 – 3:00     CPS Annuities / Capital Synergy Partners
                   10:10 – 11:00   West Coast Life                        3:00 – 6:00     Off-Site Activities
                   11:10 – 12:00   Nationwide                             6:00 – 7:00     Wine Tasting / Hosted Cocktail Hour
                   12:00 – 12:45   Lunch Buffet                           7:00 – 10:00    Sit-Down Dinner / Entertainment


         Saturday
                                                            Day at a Glance
                   7:00 – 8:00     Breakfast In Conference Center         11:00 – 11:30   Bus To Monarch Beach Golf Course
                   8:30 – 9:00     E-Z Data                               11:00 – 6:00    Free Time for Non-Golfers
                   9:00 – 9:40     CPS Irvine                             12:00 – 5:00    Golf At Monarch Beach Golf Course
                   9:45 – 10:15    CPS Irvine                             5:30 – 6:00     Bus To Monarch Beach
                   10:15 – 10:30   Conference Closing Remarks             6:00 – 10:00    Cocktails / Dinner at Club 19




CPS Confidential                                                    ~6~
                        CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                       Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                                affconf-ovw0 9.1.5
                               CPS AFFILIATE CONFERENCE 2009
                                                 January 29 – 31, 2009
                                             Montage Laguna Beach Resort & Spa
                                       30801 South Coast Hwy • Laguna Beach, CA 92651
                                               www.montagelagunabeach.com



  The Fun Stuff
           We have arranged some fun and unique activities as part of this year’s conference. Below are brief
           descriptions of each day’s events. There is limited space available for most of the activities, so if you have
           not already registered, please contact Greg Wilson or Aileen Munoz to see if there is space available for a
           particular event.

       Thursday
           KAYAKING (Thursday, 2:30pm – 5:00pm)
           Ever wonder what it’s like to be on an ocean kayak, paddling
           leisurely across the ocean? There is no better way to see one of
           Southern California’s most storied coastlines. You’ll feel you are
           a part of the ocean. Experience the reefs, beaches, marine life
           and coves that brought artists here at the turn of the century, and
           continue to inspire them today. All from the clearest water this
           side of Catalina.


           Important Note: Guests will need to bring towels, and wear water shoes (or shoes that can get wet),
           sunscreen, shorts, long sleeve shirt and hat. If guests wish to bring a camera it should be waterproof.
           YOU WILL GET WET!



           SEGWAY TOUR (Thursday, 2:30pm – 5:00pm)
           View and explore the famous Balboa peninsula in Newport
           Beach on your own Segway. Glide along on this self-balancing
           device, accomplished by gyroscopes and the technology of
           dynamic stabilization. The Segway is a revolutionary form of
           personal transportation that feels natural, safe and instinctive.




CPS Confidential                                               ~7~
                       CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                     Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                        affconf-ovw0 9.1.5
                              CPS AFFILIATE CONFERENCE 2009
                                                January 29 – 31, 2009
                                            Montage Laguna Beach Resort & Spa
                                      30801 South Coast Hwy • Laguna Beach, CA 92651
                                              www.montagelagunabeach.com



  The Fun Stuff
       Friday
           DRUM CIRCLE AT ALISO BEACH (Friday, 3:00pm – 5:00pm)
           Find the rhythm… Share the joy of percussive music together. A
           drum circle is an uplifting activity for self expression and a
           unique approach to teambuilding, casual activity or ice breaker
           for a meeting or event. Music is created spur of the moment and
           every event is unique. Keep the beat!




           CREATE YOUR OWN MASTERPIECE (Friday, 3:00pm – 5:00pm)
           Spend the afternoon creating your own masterpiece under the
           direction of well know Laguna Beach artist, Marjorie Kinney.
           Weather permitting; you will be set up on the Montage lawn
           overlooking the beautiful Pacific Ocean with personal guidance
           from Marjorie to inspire your creative side. All supplies and
           materials are included, and of course you will get to keep your
           masterpiece as a remembrance of a beautiful afternoon.




CPS Confidential                                              ~8~
                       CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                    Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                   affconf-ovw0 9.1.5
                               CPS AFFILIATE CONFERENCE 2009
                                                 January 29 – 31, 2009
                                             Montage Laguna Beach Resort & Spa
                                       30801 South Coast Hwy • Laguna Beach, CA 92651
                                               www.montagelagunabeach.com



  The Fun Stuff
       Saturday
           MONARCH BEACH GOLF (Saturday, 12:00pm – 5:00pm)
           Cooled by gentle ocean breezes, the Monarch Beach Golf
           Links, the on-site 18-hole course provides a year round golf
           destination and memorable experience. This Robert Trent
           Jones, Jr. designed masterpiece runs along the dramatic
           bluffs of the Pacific Ocean and is fashioned in Scottish links
           tradition. Enjoy panoramic ocean views, and two holes
           adjacent to the beach. The golf course offers a challenge for
           all levels of golfers with the undulating greens and gathering
           bunkers.


           Space is limited and reservations will be closed prior to the event.


           DINNER AT CLUB 19 (Saturday, 5:30pm – 9:00pm)
           Join us after golf, or hop on the bus from the Montage over
           the Club 19 at the St. Regis Resort & Spa for the final event
           of the 2009 CPS Affiliate Conference. As the clubhouse
           restaurant at the Monarch Beach Golf Links, Club 19
           features choices of American favorites. Overlooking the First
           Tee with ocean and golf course views, guests may dine on
           the patio, inside by the fireplace, or relax at the bar with
           cocktails after the game. Club 19 promises to be an
           enjoyable dinner experience with wonderful ocean views and
           a great way to close out our conference.




CPS Confidential                                              ~9~
                       CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                     Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                  affconf-ovw0 9.1.5
                               CPS AFFILIATE CONFERENCE 2009
                                                  January 29 – 31, 2009
                                              Montage Laguna Beach Resort & Spa
                                       30801 South Coast Hwy • Laguna Beach, CA 92651
                                               www.montagelagunabeach.com



  The Fun Stuff
       Daily Activities
           GALLERIES AND SHOPPING (Thursday / Friday, 2:30pm – 5:00pm)
           Laguna Beach is best known to travelers as an artistic and quaint village
           community. We host nearly 100 galleries and one-of-a-kind shops.


               •   Galleries – Choose the galleries that best fit your taste. A variety
                   of art forms are on continuous display. Visitors can easily spend
                   the day gallery-hopping.
               •   Artists / Studios - Laguna Beach has a reputation for having
                   talented local artists, along with phenomenal artwork. Visit the
                   working studios of local artists in town.
               •   Shopping – Whether you’re in the mood to shop at boutiques,
                   surf shops, jewelry or gift shops, there are many options including
                   ready-to-wear-art and one-of-a-kind designer accessories.



           SPA MONTAGE** (Open Daily, 6am – 9pm)
           The oceanfront SPA Montage invites you to experience the Art of Spa.
           Designed with varying individuals' needs in mind, SPA Montage uses
           holistic principals, non-invasive techniques and innovative treatments.
           Experts plan specific, goal-oriented programs based upon your needs.


           With over 20 treatment rooms, SPA Montage offers a variety of methods
           to refresh and invigorate your body and spirit. Offerings include: skincare,
           hydrotherapy, bath rituals, massage therapy, workshops, meditation,
           movement and health programs.


           **Guests who wish to utilize the services at Spa Montage should contact the spa directly. We have obtained a
           discounted rate of $210 for either a one hour massage or facial, and guests need to let them know you are with
           CPS. As a courtesy, we will be happy to assist with booking reservations when available, but payment for any
           services at the spa are the responsibility of the guest.




CPS Confidential                                               ~ 10 ~
                       CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                     Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                  affconf-ovw0 9.1.5
                               CPS AFFILIATE CONFERENCE 2009
                                                January 29 – 31, 2009
                                            Montage Laguna Beach Resort & Spa
                                       30801 South Coast Hwy • Laguna Beach, CA 92651
                                               www.montagelagunabeach.com



  Conference Schedule – Saturday/Sunday – Travel Days
           Breakfast
           For those of you departing the Montage on Sunday morning, CPS will provide breakfast vouchers for use
           in the on-site restaurants or in-room dining. Please see Greg Wilson or Aileen Munoz if you are departing
           on Sunday and would like a breakfast voucher.

           Travel Day
           For convenience, CPS will try to coordinate with the hotel to provide a private shuttle service from the
           hotel to the airport, depending on the departure times of most attendees. Please contact Aileen Munoz to
           coordinate your flight departure times so we can try to accommodate as many people as possible.

           Car Rental
           Estimated driving time to John Wayne airport is 35-45 minutes depending on traffic, and approximately 1-
           1 ½ hours to LAX, but you should allow yourself at least an extra hour to return your car and get to the
           airport terminals and security on a weekend.

           Airport Information
           As with all airports, security on departing flights can be time consuming. The average time to get through
           security at John Wayne on a weekend is approximately 30-60 minutes depending on the time of day and
           airline. Please leave yourself enough time to return any rental cars, check bags and get through security.
           John Wayne airport closes at 9:00 pm so if you miss your flight there may not be another leaving until the
           following day. There are a number of hotels across the street from the airport.

           Hotel Information
           Check-out time at the Montage is 12:00 noon. The hotel has a very limited number of rooms available for
           late check-out. Please inquire at the front desk if you need to make arrangements.




       In Conclusion
           All of us at CPS Irvine want to thank you for participating in the 2009 CPS Affiliate Conference. We hope
           that you found it interesting and informative, and most of all fun. Please provide us with any feedback that
           you can based on your experience at this year’s conference so we can continue to make each one better
           than the last.




CPS Confidential                                             ~ 11 ~
                       CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                     Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                      affconf-ovw0 9.1.5
                                    CPS AFFILIATE CONFERENCE 2009
                                                        January 29 – 31, 2009
                                                    Montage Laguna Beach Resort & Spa
                                           30801 South Coast Hwy • Laguna Beach, CA 92651
                                                   www.montagelagunabeach.com



      CPS Affiliate Attendees
         Office                                   Name               Guest                         Email                  Phone
         Affiliate Marketing Offices
         CPS Irvine                         Peter Holden                             pholden@cpsinsurance.com          949.225.7115
                                            John Fazio                               jfazio@cpsinsurance.com           949.225.7114
                                            Andy Holden                              aholden@cpsinsurnace.com          949.225.7102
                                            Greg Holden                              gholden@cpsinsurance.com          949.225.7107
                                            Greg Wilson                              gwilson@cpsinsurance.com          949.225.7103
                                            G.A. Bartick                             ga@outsellconsulting.com          858.759.5306
                                            Aileen Munoz                             amunoz@cpsinsurance.com           949.225.7122
                                            Hector Ramirez                           hramirez@cpsinsurance.com         949.225.7120
                                            Rob Reedy                                rreedy@cpsinsurance.com           949.225.7109
                                            Tom Nicols                               tnicols@cpsinsurance.com          949.225.7155
                                            Eric Gerwig                              egerwig@cpsinsurance.com          949.225.7145
                                            Douglas Huls             Colleen         dhuls@cpsinsurance.com            913.956.7204
                                            Jerrell G. Clay       Phyllis A. Clay    jerrellc@3mark.com                281.269.2311
                                            Bill Propper                             billp@3mark.com                   281.343.9472
         CPS Life Brokers                   Dan Valentine                            dvalentine@cpsarizona.com         602.494.9500
                                            Jay Miller                               jmiller@cpsarizona.com            602.494.9500
         CPS New Generation                 Tony Cravitz             Andrea          tcravitz@cpsnewgen.com            818.920.1777
         CPS Ron Viola                      Ron Viola                 Laurel         ron@ronviola.com                  805.534.1100
                                            Mark Tattersall                          tatterins@aol.com                 805.557.1533
                                            Brett Tattersall                         brett@ronviola.com                805.557.1533
         CPS Sacramento                     David Long             Dana Long         david@cpssac.com                  916.481.6290
                                            Larry Long             Susan Long        larry@cpssac.com                  916.481.6290
         CPS Integrated Marketing           Parks LaMarche                           parks@cpsinsurance.com            858.220.7301
         CPS Provada                        Lloyd Silver                             lloyd@provada.com                 415.369.9990
                                            Vickie Bianculli                         vickie@provada.com                415.369.9990
                                            Alan Silver                              alan@provada.com                  415.369.9990
         CPS Advantage                      Chris Miller          Jackie Walter      chris.miller@cpsadvantage.com     800.566.8011
                                            Ty Jacobsen                              ty.jacobsen@cpsadvantage.com      562.431.4000
                                            Tracy Cooper                             tracy.cooper@cpsadvantage.com     562.431.4000
                                            Stefan Bruckel     AnneLise Wilhelmsen   stefan.bruckel@cpsadvantage.com   562.431.4000
         CPS Star Lite Brokerage            Simon Weinstock     Fraidy Weinstock     simon@starlb.com                  718-972-8400


CPS Confidential                                                   ~ 12 ~
                            CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                         Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                             affconf-ovw0 9.1.5
                                    CPS AFFILIATE CONFERENCE 2009
                                                         January 29 – 31, 2009
                                                     Montage Laguna Beach Resort & Spa
                                           30801 South Coast Hwy • Laguna Beach, CA 92651
                                                   www.montagelagunabeach.com



      CPS Affiliate Attendees
         Office                                     Name               Guest                            Email                     Phone
         CPS Special Risk                   Tim Fuller                                tjfuller@srsinc.com                      303.309.3471
                                            Rich Fuller                               rfuller@srsinc.com                       303.309.3471
         CPS First Summit                   William R Pickering                       billpickering@firstsummitfinancial.com   321.206.0030
         CPS Hawaii                         Steven Tseu                               steven@cpsinsurance.com                  808.531.9911
                                            Shirley Kinoshita                         lifenb@cpsinsurance.com                  808.531.9911
         CPS PIPAC                          Greg Saul                                 greg@pipac.com                           319.268.7107
                                            Jack Peterson                             jack@pipac.com                           319.277.8541
         CPS Premium Financial Advisors     Brad D. Ferney           Gay Ferney       bradf@ida.net                            208.542.2971
         CPS Brown, Brown & Gomberg         Lawrence Brown          Shari Brown       lawrencejbrown@hotmail.com               847.965.4700
                                            Steven J. Brown                           sbrown@bbgcps.com                        312.925.8222
         CPS Rohrer & Associates            Marvin Rohrer                             marvr@rbrokers.com                       763.424.3521
                                            Matt Rohrer                               mattr@rbrokers.com                       763.424.3521
         CPS Advisor Resource Group         Bill Elliott             Anne Elliott     bill@advisorresourcegroup.com            612.360.4020
         CPS Gulf States                    PJ Doyle               Jennifer Doyle     pdoyle@cpsinsurance.com                  228.762.1600
         CPS Nevada                         Richard Krabbeler                         rkrabbeler@cpsinsurance.com              702.248.6901
         CPS Tri-State Brokerage            Kevin McCarthy                            kmccarthycna@aol.com                     724.864.3466
         CPS Custom Benefit Plans           Jeffrey Kushner                           jeff@custombenefitplans.com              215.830.8666
         CPS Texas                          Jim Hicks                                 jim@cpstexas.net                         512.346.0934
                                            Art Hicks                                 art@cpstexas.net                         210.494.8228
         CPS United                         George Varanakis                          george@cpsunited.com                     801.713.0800
         CPS Impact                         Eddie Pankey           Phyllis Pankey     impact@gorge.net                         509.493.3445
                                            Jess Wardwell           Kristen Merrill   jwardwell@gorge.net                      509.493.3445
         CPS Reliable Financial             Frank Skaw               Lisa Skaw        frank@relfingrp.com                      509.926.2569
         CPS Horizon                        Mike Smith                                mikes@idcnet.com                         414.427.8660
         CPS Merit                          Jace Rosenbluth       Soamy Rosenbluth    soamy1@comcast.net                       860.233.3626

         Brokerage Marketing Offices
                                            Harold Weiner            Rita Weiner      hweiner@cpsinsurance.com                 410.540.9569
                                            Kris Smith               Meg Smith        kris@mwlb.com                            630.428.7640
                                            Fritz Henning          Shawn Henning      henningfritz@netscape.net                316.655.8826
                                            John Lanehart                             johnlanehart@sfic.com                    650.270.4436
                                            Barry Rosenfeld         Pat Rosenfeld     cbr@etcrier.net                          661.327.3733
                                            Gregory Strumfeld                         gstrumfeld@gmail.com                     703.728.4767




CPS Confidential                                                     ~ 13 ~
                            CPS Insurance Services • 18551 Von Karman Avenue, Suite 150 • Irvine, California 92612
                                          Phone: 800.326.5433 • 949.863.0700 • www.CPSInsurance.com                                    affconf-ovw0 9.1.5

				
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