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Federal Benefit Marketing
Sales Tools & Resources
September 7, 2023 – Annuity Sales Training & Marketing
September 24-25, 2023 – Elite Producer Forum
How do I get CPA’s to work with me and reciprocate business?
Answer: Offer a program that allows you the opportunity to get in front of CPA’s?
How many CPA’s can I expect to get in front of?
Answer: In a higher CPA demographic area, it is common to have approximately 20-40 CPA’s attend an event.
What type of event will draw CPA’s?
Answer: A program that offers CPE credits, which all CPA’s need.
Advisors Circle has a program to
get you in front of 20-40 CPA’s.
CPA’s need continuing professional education as you do. We offer 4 hours of CPE on:
The fundamentals of fixed annuities.
A review of fixed indexed annuities.
The fundamentals of life insurance.
Planning applications with life insurance.
Today people are looking to work with a trusted financial professional. The CPA is typically a trusted professional. Referrals from CPA’s could enhance your practice.
You are provided an opportunity to host an event for the goal of working with these CPA’s and their clients.
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