Welcome to CPI Financial





 August 6, 2020

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About Us - Our History

National Agents Alliance (NAA) is one of the largest associations of agents and agencies of its kind, with representatives in all 50 states and annual financial services sales of more than $100 million. This fast growth has been sustained through high customer satisfaction, innovative lead programs, word of mouth referrals, and the most lucrative agent compensation program in the industry. We do it the old fashioned way: we serve our clients.

The origins of National Agents Alliance and its relationships go back over 20 years, but have taken on national prominence as a company in 2002. NAA has been growing stronger and larger, thanks to our commitment to “do well while doing good.” The foundation for this growth will always be by putting the client's need first and foremost. We hold our agents accountable to the highest standards of ethics and do not tolerate anything less than their best.

The year 2020 represents a major turning point for NAA with the addition of new, pioneering insurance leads to provide some very high demand products. Through our advanced in-house marketing efforts, we are redefining traditional insurance leads and reaching untapped markets. NAA is postured to become the premiere marketing channel for financial services products in the nation. We are the top marketing channel for mortgage protection insurance.

Our Mission

Our mission is to provide the best of breed financial products with the kind of in-home, professional service that is second to none.  Our operating credo is:  "Your clients don't care how much you know until they know how much you care."  We take a personal interest in each of our clients.  We feel that knowing our clients' wants, needs, and desires is the foundation to recommending the best financial strategies that will ultimately provide exactly what the client wants, and needs.

We are a broker agency which provides you with the best opportunity to find the financial product that will service your needs as well as be cost effective in your budget.  We have the ability to represent any number of insurance companies and financial products, not limiting you to a single company's products.  This is a limitation with most "captive" agents.  They can only sell you a limited set of products which they try to shoe-horn into your financial portfolio, whether it is the best option for you or not.

We are constantly researching the latest, cutting edge, cost effective products from only highly regarded companies that are of the "A" class rating or above from A.M. Best - the number one financial rating company in the world.  This means that you don't have to shop because we have done the shopping for you.

We are your personal agent so you can call us anytime you have a question or need information.  Yes, you can call directly to the individual financial services company whose product you purchased.  Rather than being put through the menu system gauntlet, you can call your agent directly and they can breakdown any issue for you with just one phone call.

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