You know better than anyone else that to keep the best interests of your clients, you must have access to the best resources, a sort of one stop shop.
You are a trusted and respected financial professional. Your clients come to you to help them address their financial concerns.
You are the most familiar with their financial needs and wants, so who better to trust? However, have you been able to help your clients with all their needs?
PCFG Insurance CPA Advantage program exists to provide the resources and services that CPAs need to effectively and consequently provide the financial products and services to your clients.
Provide more value and services to meet your client’s needs & grow with us
The CPA Advantage program offers a wide range of models from which you may choose. Through our unique planning process we can customize any approach that works for you. Depending on the model you choose and your level of commitment, a wide range of marketing and training programs are available to you:
Based on their stage in the business life cycle, all businesses, large and small, have unique needs. Identifying the business's essential needs can assist your business-owner clients in successfully managing their company.
Wealth preservation techniques utilizing insurance products can assist your clients in avoiding the financial repercussions of common human hazards such as death, disability, or outliving one's financial resources.
We offer a full portfolio of life, annuity, home & auto insurance, business insurance and compliance solution products. We believe in the concept of "Living Benefits" and the idea that insurance is about protecting what matters most to our client's.
Consider using marketing programs and resources designed to position you effectively in front of existing clients and new prospects as you construct your marketing plan. To introduce your new “added value services” use our announcement letter or email. These highlight the benefits of partnership from a client perspective.
With our virtual office design, our advisors are able to provide service throughout the United State. Your CPA Advantage partner will always be there for you to answer questions, speak to clients, and offer financial services.
Technical Reference Guides are exclusive to our CPA Advantage program. Each book is designed to give you all you need to know about an advanced planning concept, including what it is, how it works, who the market is, and how to execute it. You'll also find tax law code and other technical information that could be useful to you and your practice.
You must be licensed in the states where you do business to sell life insurance, variable annuities, mutual funds, and registered life and annuity products. Anyone else in your company who wants to offer these products needs to be licensed as well.
You must be licensed in the states where you do business to sell life insurance, variable annuities, mutual funds, and registered life and annuity products. Anyone else in your company who wants to offer these products needs to be licensed as well.
We understand that having a license or receiving fees and commissions may not be appealing to you. CPAs, on the other hand, may be interested in developing a competitive marketing plan that offers better value to their client relationships in order to stay current.
Developing a relationship with a reputable financial advisor can help you bring more value to your client relationships. Despite the fact that you have chosen not to be reimbursed for the additional services you provide to your clients, the CPA Advantage program can assist you in meeting their needs by:
• Consultative Services
• Technical Assistance
• Product & Design Services
• Continuing Education Seminars
• Technical Reference Guides
• Advisor Planning Concepts
• Co-sponsored Seminars
Joint marketing does not require that you become licensed.
You can assist your clients in following through on advice or suggestions that will help them reach their goals by developing a relationship with an experienced, high-quality insurance professional. Your clients will feel safe knowing that they are being referred to a reputable organization. You benefit from being able to maintain control over the follow-up and being reimbursed for the recommendation. We will help you with the following:
• Target Marketing Programs
• Referral Fees
• Marketing Support
• Consultative Services
• Technical Assistance
• Product & Design Services
• Continuing Education Seminars
• Technical Reference Guides
• Advisor Planning Concepts
• Co-sponsored Seminars
Our joint venture options may be of interest to you if you’re wanting to expand your practice by offering an integrated approach to tax tactics and financial planning. We will assist you with the following through our unique planning process:
• Training & Support
• Target Marketing Programs
• Revenue-Sharing Arrangements*
• Compliance & Licensing
• Marketing Support
• Consultative Services
• Technical Assistance
• Product & Design Services
• Continuing Education Seminars
• Technical Reference Guides
• Advisor Planning Concepts
