CPA Triple Play
Financial Services
CPA
Financial Services
By offering financial services directly through your CPA firm, you can now provide clients with an integrated plan that combines financial and tax planning. Our adviser’s you team with can offer your clients stand alone asset management, financial advising, or the services of a comprehensive plan, financial planning.
The financial advisers you partner with focus on long term growth and portfolio stability under the RIA model where clients are charged a flat management fee of a % of assets under management. We do not buy and sell individual securities for a quick profit or worse, risk of loss.
You will be able to provide your clients with a full spectrum of products and services:
-Financial products, Mutual funds and ETFs
-In dividual Retirement Plans
-Annuities
-401K Plans for your commercial clients
-Disability insurance plans for our self-employed clients
-Estate and Eldercare Planning
CPA
How Does It Work?
Get licensed
STEP ONE
Get Licensed
To earn any kind of commission you need to be licensed. Fear not, this is not the CPA exam that you and I still remember. You will study from the comfort of your own home. You only need a 70 t0 75 passing grade, one time. You already know at least 50% of the material and 94% of people pass on the first try.
Get Connected
STEP TWO
Get Connected
Our referrals are gold and the closing rate of 95% proves that fact out. All of our providers are true professionals and experts in their respective fields.
Get Paid
STEP THREE
Get Paid
Each product pays differently. Most of the insurance products outside of life insurance pay ongoing commissions. Financial services pay ongoing commissions generally. Life insurance and mortgages are almost always one-time payments but tend to be large.