The mission of the CPA Alliance Program is to create strategic alliances among insurance professionals and CPAs to create Wealth Management Teams.
How does the program work?
Through the CPA Alliance Program, we offer an opportunity to educate and
work with CPAs to enhance their practices and your business.
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What are the benefits?
If you qualify, you have an opportunity to introduce yourself to CPAs and explain how CPAs can expand their practices to include insurance products and/or services. You'll also learn how to create a Wealth Management Team to provide your clients and their clients with outstanding customer service and insurance products.
Requirements and application
The CPA Alliance Program is open to insurance professionals who qualify.
Contact information
For more information about the CPA Alliance Program, please call 1.800.362.1097.
