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The CBS Approach

Much has been made of the lack of training and development in the Life Insurance Industry in Canada today.  Though the branch system of old has long disappeared, Complete Brokerage Services Inc. has created a new model which combines the best of the old with the best of the new.  Career development (new agent to advanced planner), family feel, housing opportunities and full support are coupled with leading edge MGA brokerage services and systems to create an offering unlike any other.  Our goal:  to help our planners create the business they envision.

At CBS, we help our planners transform their client's lives by giving them the tools to realign their client's financial expenditures with their core values.  This results in a full trust relationship, high quality business, increased persistency and referred leads. The key is our MasterworksTM training program.

 

Our Mission

We will select new and experienced planners of the highest quality. We will develop their practices and maximize their income through mentoring, direction, customized resources and training programs. Our planners will deliver high level, unbiased, quality financial advice to their clientele ensuring secure financial futures. We will be guided throughout by the principles of integrity and professionalism.

 

Your Business

Ease of conducting business is a major concern to all planners.

CBS, through our website secured login, it gives you 24/7 access to your virtual office, HUBLINK.  Your entire business, virtually maintained and accessible from anywhere in the world.  The power to do what you want, when you want.

CBS planners also maintain their independence by contracting directly with our carriers.  This provides full ownership, direct compensation and immediate vesting.  As a CBS planner, you own your own business.



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