CPAs can obtain a license to sell commissioned products such as life insurance and securities. This allows a CPA to partner with our company and provide their clients with additional financial services.

We offer the following for CPA partnerships:

• Joint Marketing (maintaining)
• Joint Venture* (commissions)

Joint Marketing

This is an option for CPAs who would like to increase billing hours through our joint marketing enterprise. This allows CPAs to market themselves as an information service to their clients via our partnership.

Exposure prospects include:

• Consultative Services
• Technical Assistance
• Product & Design Services
• Continuing Education Seminars
• Technical Reference Guides
• Advisor Planning Concepts
• Joint-Sponsored Seminars
• Joint Venture* (commissions)

Joint Venture

This option works best for CPAs looking for a combined approach to finances and tax strategies. This is especially useful to those looking to expand their practice.
We can support our partner CPAs with the following options:

Customized Marketing Plan
Training & Support
Target Marketing Programs
Revenue Sharing Arrangements
Licensing & Compliance
Marketing Support
Consultative Services
Technical Assistance
Product & Design Services
Continuing Education Seminars
Technical Reference Guides
Advisor Planning Concepts
Co-sponsored Seminars