You are a trusted and respected financial professional. Your clients come to you to help them address their financial concerns.
Who better to trust than the one most familiar with their financial needs and wants? But have you been able to provide all that your clients need?
For some time now, CPAs have been able to get licensed to sell commissioned products, typically life insurance and securities. Tremendous opportunity now exists for you to provide your clients with the financial products and services they need. Are you ready to take advantage of those opportunities? The choice is yours.
Visit our Frequently Asked Questions.
If you are looking to expand your practice by providing an integrated approach, tax strategies and financial planning, our CPA Advantage Program may interest you. Through our unique planning process, we have what you need to take your business to the next level.
• Training & Support
• Revenue-Sharing Arrangements
• Marketing Support
• Consultative Services
• Product & Design Services
• Technical Reference Materials
From local CPE seminars to a national symposium, we provide you with information and resources to help you assist your clients with their financial goals.
Traditional sources of revenue for CPAs have been eroding for years. To remain profitable, CPAs need to develop fresh sources of growth and income. By expanding your practice to include products and services traditionally offered only by insurance and financial services companies, you are not only able to broaden your practice, but your profitability as well.
Leverage our turnkey marketing strategies, including client letters, marketing brochures and educational seminars for your clients.
Are you working with small business owners or emerging to high net worth individuals? We are one of the few companies with a dedicated advanced sales team that is ready to help you with complex cases.
What’s your question? With over 230 years of combined experience, our sales support team provides proactive, personalized outreach on key sales, marketing and product strategies.
Our proprietary reference materials provide you with answers to complex planning strategies including how they work with the Internal Revenue Code.
Our products are the solutions that help you help others. Our various financial services companies offer a full portfolio of life, annuity and investment products to help meet a variety of needs for individuals, families, professionals and business owners. We helped pioneer the concept of “Living Benefits” and the idea that life insurance is about protecting the living. Life Insurance Company of the Southwest, one of our member companies, was one of the first companies in the nation to develop an indexed annuity.
Integrating financial services into your practice can help broaden and expand your client base and profitability. The top issues facing the majority of CPA firms today can be broken into three major areas: finding and keeping good talent, succession planning and pressure to increase revenues and... Read Article Opens in new tab