Your Trusted Partner for your Clients’ Insurance Needs

CEG Life Insurance Services

As a CERTIFIED FINANCIAL PLANNER™ professional, you hold yourself to the high standard of fiduciary duty. You strive to help your clients with services and products that suit their needs best, rather than those which pay the highest commissions. You make every effort to explain the benefits and shortcomings of any policy or investment to every client in your book of business, not just those of high net worth. That’s why your clients trust you to protect their assets. Here at CEG Life Insurance Services, we do the same. That’s why we partner with CERTIFIED FINANCIAL PLANNER™ professionals. In fact, we’re owned by one.

A Life Insurance Agency by and for CFP® Professionals

When your clients need life insurance, where do you send them? You probably don’t refer them to the local life insurance agent down the road who only works with one or two insurers. And you’re reluctant to send them to big brokers that might try to poach your client. Still, you’re looking for a more personalized and trustworthy approach than online referral services. (You know, the ones that will bombard your client with spam emails and phone calls after one little quote.)

Here at CEG Life Insurance Services, we do things differently. Not only do we strive to provide the same level of fiduciary commitment to your clients that you do, but we also honor our our relationship with you with that same level of integrity. Our mission is to provide your clients with top-level life insurance services, but never lure them away, sell their information, or bombard them with spam.

That’s why we’re the life insurance office of choice for many CFP® professionals.

Our Commitment to Integrity

At CEG Life Insurance Services, we hold ourselves to the highest standards regarding both fiduciary duty and information security for our insureds. When your clients need life insurance products and annuities, we can provide quotes from more than 30 insurers (including companies whose products we can’t offer), and that’s a lot more than most other agents.

But we will never sell your clients’ information to a third party, and we’ll never suggest a policy or product that isn’t the best fit for their needs.

And finally, CEG Life Insurance Services is a family-owned organization. That means we’re small enough to do business with referring agents and their clients by name. You don’t need to wait on hold for hours and speak with a different agent every day. Our commitment to integrity means a commitment to relationships with referring CERTIFIED FINANCIAL PLANNER™ professionals. We want your clients to be pleased, we want you to succeed, and we would love to become your preferred life insurance outlet.

Help Your Clients Protect Their Assets with CEG Life Insurance Services

As a CERTIFIED FINANCIAL PLANNER™ professional, you dedicate your days to generating wealth for your clients. Now, help them protect it. There are three significant moments in human life that create tremendous risk for our assets:

  • Disability
  • Death
  • Retirement

CEG Life Insurance Services offers insurance products to help your clients protect their assets ahead of those situations. Your customers will sleep better at night knowing the wealth they have worked so hard to nurture is protected for their families.

Our Products

While life insurance is the core of our business, we can also help your clients find long-term care insurance, disability insurance, and annuities. We represent insurance brands your clients know and trust, like:

Your Trusted Partner

We have been accredited by the Better Business Bureau® since 2011 and have maintained an A+ rating with them during that time. We have dozens of verified 5-star reviews across multiple platforms, such as Google, Better Business Bureau, TrustedChoice, and Yelp, and we invite you and your clients to review them.

Finally, we know what it means to be a CERTIFIED FINANCIAL PLANNER™ professional, and the important trust that title signifies. We’re here to provide your clients with the same integrity, honesty, and fiduciary commitment they’ve come to expect from you.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. CEG Life Insurance Services is not affiliated with nor endorsed by CFP Board.