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.
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.
Product & Design Services
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.
Technical Reference Materials
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.
Frequently Asked Questions
Q: How do you work with CPAs?
A: Through our CPA Partnership program, you can expand your practice to offer financial services to your clients. Whether you want to offer our products through an agent partnership, or become a licensed agent yourself, we can customize an approach that works for you.
Q: How long have you been partnering with CPAs?
A: We have been partnering with CPAs for over 35 years.
Q: What type of resources will I have access to?
A: When you enter into a partnership with us, you will have access to in-house advanced marketing attorneys, retirement planning and qualified plan design specialists, as well as life and annuity product specialists. Through our Broker/Dealer/ Investment Advisor, you will have access to an extensive line of financial products and services.
Q: How will you support my training and marketing needs?
A: We are one of a small number of life insurance companies in the United States licensed as approved sponsors on the National Registry of CPE Sponsors allowing us to offer CE credits through public seminars as well as private briefings for you and your associates. We also offer an online eLearning training platform for products and sales strategy training.
For marketing support, you will have access to a number of marketing programs, customizable marketing material, newsletters and websites.