CPA Triple Play
Overrides
CPA
Overrides
A CPA joint venturing with Medicare insurance agents and building a downline of part-time agents can unlock a highly lucrative and scalable revenue stream.
With the rapidly aging population in America, the demand for Medicare insurance solutions is growing exponentially. By leveraging their existing client base and trusted advisor status, CPAs can seamlessly integrate Medicare offerings into their practice, enhancing client value and generating substantial passive income.
Why CPAs Should Consider a JV with Medicare Insurance Agents:
Enhanced Client Offerings:
CPAs can provide comprehensive financial planning by including Medicare solutions, addressing a crucial aspect of their clients’ healthcare needs.
Passive Income Stream:
By building and managing a team of part-time agents, CPAs can earn commissions on policies sold by their downline, creating a recurring income source.
Scalable Business Model:
With each additional agent, the CPA’s earning potential grows, making this an ideal opportunity for scaling income without significantly increasing personal workload.
CPA
Earning Potential Over Time
Year 1:
o Downline of 25 Agents
o Average Commission per Policy: $250
o Policies Sold per Agent per Month: 3
o Annual Earning Potential: $225,000
(25 agents x 3 policies x $250 x 12 months)
Year 3:
o Downline of 35 Agents
o Average Commission per Policy: $250
o Policies Sold per Agent per Month: 4
o Annual Earning Potential: $420,000
(35 agents x 4 policies x $250 x 12 months)
Year 5:
o Downline of 50 Agents
o Average Commission per Policy: $250
o Policies Sold per Agent per Month: 5
o Annual Earning Potential: $750,000
(50 agents x 5 policies x $250 x 12 months)
CPA
Additional Benefits
Ongoing Renewals
Medicare policies typically renew annually, providing CPAs with a consistent and growing revenue stream from renewals.
Cross-Selling Opportunities
CPAs can identify and address other financial needs of their clients, such as retirement planning or estate planning, thereby deepening client relationships and increasing revenue.
Low Time Investment
By leveraging the part-time agents to handle the sales process, CPAs can maintain focus on their primary practice while benefiting from the downline’s performance.
This joint venture model not only enhances the CPA’s service offerings but also provides a scalable and sustainable business opportunity with significant long-term income potential.
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.