Our C.P.A. partners rarely specialize in insurance & investments - through education we make your practice stronger and more comprehensive. Our creative strategies combined with your expertise will ensure you put the best innovative options in front of your clients. Everyone has access to the same products, for us, its about HOW the products are utilized.
Any firm can offer basic quotes, but offering outside-the-box OPTIONS is what sets us apart. Our firm's foundation was built on life insurance and our experience is priceless to you.
Any firm can offer basic quotes, but offering outside-the-box OPTIONS is what sets us apart. Our firm's foundation was built on life insurance and our experience is priceless to you.
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What happens when a mathematician-turned-actuary happens to also be one of the best salesmen his industry has ever seen?. And what if this person happened to have a larger-than-life personality that people couldn't get enough of? Well, what you get is a recipe for tremendous success in the insurance and consulting arena, that's what!
Our success allows us to be selective which advisors we choose to work with. We deeply believe in collaboration, education, and something other firms like us often forget about - FUN!. With these basic ideas in mind, we developed an experience you simply won't find anywhere else. Upon being invited to one of our retreats, you'll be immersed in our "family" of like-minded advisors.
Aligning with a CPA or Attorney is the single best source of business and "marketing" an advisor can master. But lets be clear - its not easy to pull off! Advisors often try - and fail - to become a trusted resource for a CPA or Attorney. Why is this? Many reasons, but often it often boils down to TRUST.
Ever had a client say "I'm getting killed in taxes, I need help finding deductions/tax savings"? We help advisors vet out and understand concepts that are being utilized by other advisors. We never try to force the proverbial round peg into the square hole, so we are often talking our advisors or their clients OUT of certain strategies that may not be a good fit.
Reviews (1)
Olivia Valdez
Mar 18, 2019
