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About Certified Financial Services

Our Presence in the Community as of December 31, 2023<sup>1</sup>:

Our Presence in the Community as of December 31, 20231:

At CFS, we are proud to work with over 39,000 families and  businesses

Helping clients protect what matters most
Life insurance coverage in force                              $21,332,089,323
Number of life insurance policies in force             34,869
Income protection in force                                         $97,940,442
Number of disability income policies in force      16,671

Providing value to our clients and their families
Client policy and account values1                           $4,606,972,561
Dividends to whole life policyholders                  $59,214,963

Fulfilling promises for our clients and their families
Life insurance benefits (claims) paid5                   $75,530,823
Disability benefits (claims) paid5                             $19,110,598

Certified Financial Services is devoted to helping individuals, families and small business owners achieve their financial goals. While the world is constantly changing, it is comforting to know some things stay the same; that we can rely on each other. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening and I know I'm prepared." Protecting our families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared.

Family

As life gets in the way, your family should always remain your top priority. Ensure that you have strategies set in place for every life event – both expected and unexpected.

Protection

When we meet with you, our first concern is to establish all your possibilities of gaining the most optimal protection to keep your life moving in the right direction.

Community

Our strong presence in the community is important as we engage with people surrounding us. We learn the kinds the services people need so we can offer the most valuable and effective solutions.

Note: All figures reflect the policies and contracts of the primary servicing agency.

¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2023.

²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts.

¬3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.

⁴Represents Dividends paid in 2023 on Whole Life policies, excluding closed and surrendered policies.

⁵Represents all Life and Disability claims paid in 2023.