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CPA Partnership Program

Client Centered

You know better than anyone else that to remain profitable, you must consistently develop fresh sources of growth and income.

As a trusted and respected financial professional, your clients come to you to help them address their financial concerns.

Who better to trust than the one most familiar with their financial needs and wants? But have you been able to provide all that your clients need?

Through our CPA Partnership Program, you can expand your practice to offer financial services to your clients. Whether you want to offer products through an agent partnership, or become a licensed agent yourself, we can customize an approach that works for you.

From local CPE seminars to a national symposium, we provide you with information and resources to help you assist your clients with their financial goals.

When you enter into a partnership with us, you will have access to in-house advanced marketing attorneys, retirement planning and qualified plan design specialists, as well as life and annuity product specialists. Through our Broker/Dealer/Investment Advisor, you will have access to an extensive line of financial products and services.

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