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* |
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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 through:
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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. We will assist you with:
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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. Through our unique planning process we will support you with:
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| Full-Time Agent* | In-House Agent* | |
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Any company can show you how to get into the insurance business. At National Life, we'll show you how to succeed by accessing our:
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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. We will assist you with:
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Depending on the model you choose and your level of commitment, a wide range of marketing and training programs are available to you. |
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