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CPA Partnership Models

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 a CPA to partner with us to provide their clients with the financial products and services they need.

We have developed two models for CPAs to utilize when partnering with us:

  1. Joint Marketing (maintain the status quo)
  2. Joint Venture* (commissions)

* Requires the CPA to be licensed and contracted with National Life Insurance Company and Registered with Equity Services, Inc for securities business.

Joint Marketing (maintain the status quo) 

Although CPAs can now become licensed and receive both commissions and/or contingent fees, some may not be interested in doing so. However, many would be interested in increasing their billable hours through joint marketing efforts with us.

In these instances, you can take advantage of the CPA Advantage Program by positioning yourself as an information service to your clients thru us. You would continue to create exposure opportunities through:

  • Consultative Services
  • Technical Assistance
  • Product & Design Services
  • Continuing Education Seminars
  • Technical Reference Guides
  • Advisor Planning Concepts
  • Joint-Sponsored Seminars

Joint Venture* (commissions)

If a CPA is looking to expand his or her practice by providing an integrated approach to tax strategies and financial planning, our Joint Venture Opportunities may be an appropriate model. Through our unique planning process, we can support our CPAs with:

  • 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

* Requires the CPA to be licensed and contracted with National Life Insurance Company and Registered with Equity Services, Inc for securities business.