CPA Advantage

Moving in New Directions

Let CPA Advantage Be Your Guide

Times are Changing...

Traditional sources of revenue, generally resulting from tax and accounting practices, have been eroding over the past several years largely due to the availability of new technology and software.  You know better than anyone else that to remain profitable, you must consistently develop fresh sources of growth and income.

Because they trust you and respect your advice, 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?

For some time now, CPAs have been able to get licensed to sell commissioned products, typically life insurance and securities.  Tremendous opportunity now exists for you to provide your clients with the financial products and services they need.  Are you ready to take advantage of those opportunities?

Our CPA Advantage® program1 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:

  • Target Marketing Programs
  • Revenue-Sharing Arrangements
  • Marketing Support
  • Consultative Services
  • Technical Assistance
  • Product & Design Services
  • Continue Education Seminars
  • Technical Reference Guides
  • Advisor Planning Concepts
  • Co-sponsored Seminars

 

Partnership Programs
Our experts will work with you to make any of these models fit your business needs.
Joint Marketing
Strategic Alliances
-Referrals for Fees*
 Joint Venture
-Commissions* 		Full-Time Agent* In-House Agent*
Although CPAs can now be licensed and receive commissions and/or contingent fees, you may not be interested in doing so. However, if you're interested in staying abreast of changes in tax law that may impact your clients and increasing your billable hours, our CPA Advantage program can meet your needs. By establishing a relationship with an experienced, high-quality insurance professional, you can help your clients follow through on recommendations or suggestions that will help them meet their objectives. Your clients benefit from the security of knowing they are being directed to a firm they can trust. You benefit by being able to retain control of the follow-through as well as by being compensated for the referral. If you are looking to expand your practice by providing an integrated approach to tax strategies and financial planning, our joint venture opportunities may interest you. Any company can show you how to get into the insurance business. At Maffe Financial Group, Inc., we'll show you how to succeed. Many CPAs are beginning to realize the advantages of being associated with a high-quality agency that provides access to the products, services, and technical and administrative support that can back the recommendations they make to their clients. You may be interested in bringing these services in-house. Opening a branch office inside your firm allows you the opportunity to offer value-added services to clients by providing them with one-stop-shopping.

Depending on the model you choose and your level of commitment, a wide range of marketing and training programs are available to you.
* This partnership model requires that you be contracted and licensed with National Life.

 1CPA Advantage® is a registered trademark of National Life Insurance Company, Montpelier, Vermont.  National Life and Equity Services, Inc. are affiliated companies.