You know better than anyone else that to keep the best interests of your clients, you must have access to the best resources, a sort of one stop shop.
You are a trusted and respected financial professional. Your clients come to you to help them address their financial concerns.
You are the most familiar with their financial needs and wants, so who better to trust? However, have you been able to help your clients with all their needs?
Preferred Choice Financial Group's CPA Advantage program exists to provide the resources and services that CPAs need to effectively and consequently provide the financial products and services to your clients.
The CPA Advantage program 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
- Marketing Support
- Consultative Services
- Technical Assistance
- Product & Design Services
- Continue Education Seminars
- Technical Reference Guides
- Advisor Planning Concepts
- Co-sponsored Seminars
CPA Advantage® is a registered trademark of National Life Insurance Company, Montpelier, Vermont. National Life and Equity Services, Inc. are affiliated companies.