CPA Triple Play
Life and Health
CPA
Life and Health
A joint venture with a life and health insurance agent offers CPAs an exceptional opportunity to earn 50% of ongoing commissions while providing their clients with critical financial planning and protection solutions. The life and health insurance market are vast, with trillions of dollars in coverage in force across both personal and group policies. By partnering with a specialized agent, CPAs can expand their service offerings to include essential products like life insurance, disability income insurance, long-term care insurance, and a variety of health insurance plans. This collaboration allows CPAs to enhance their role as trusted advisors, offering holistic financial guidance that extends beyond traditional accounting and tax services.
In the personal insurance segment, life insurance policies such as term, whole, and universal life provide crucial financial security for families, helping clients protect their loved ones from the financial impact of premature death. Health insurance, disability coverage, and long-term care policies are essential for safeguarding personal wealth against the high costs of medical care and loss of income due to illness or injury. In the group insurance arena, CPAs can help business clients structure comprehensive employee benefits packages, including group life and health insurance, that attract and retain top talent while ensuring compliance with regulatory requirements. These solutions not only provide significant value to the CPA’s clients but also create a recurring revenue stream through policy renewals.
The benefits of earning 50% of the commission as a joint venture partner are substantial. For CPAs, this arrangement means they can add a new, scalable revenue stream without having to master the intricacies of insurance products themselves. Instead, they can rely on the expertise of their insurance partner while monetizing their existing client relationships. Additionally, the passive nature of these commissions means that once a client is enrolled, the CPA continues to earn income year after year as policies are renewed, providing a stable, ongoing revenue source. This model allows CPAs to increase their income potential significantly, leveraging their position as the most trusted advisor to offer essential financial protection products, all while enhancing client satisfaction and loyalty.
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.