An integral part of any comprehensive financial plan includes an analysis and assessment of our clients' risks and their corresponding insurance coverage.
There's no doubt that life insurance provides income replacement to intended beneficiaries upon a client's death. However, as professional advisors embracing a holistic approach in serving our clients' financial needs, we also advise our clients in the process of estate planning & liquidity, business planning, cash accumulation, wealth transfer, and wealth replacement for charitable intents, in addition to managing our clients' unique long term care and disability risks.
Naturally, we recognize the important role that insurance plays in the protection of our clients' financial assets which we have worked in tandem toward accumulating and preserving over their lives.
CPAlliance™ Insurance Services was developed to provide our members with the resources, the access to a broad portfolio of Life, Long Term Care, and Disability products from over 40 world class insurers, and a competitive fee-sharing arrangement to licensed CPAlliance™ members.
With the support of CPAlliance™ Insurance Services, you can be confident in your ability to access competitive insurance solutions which integrate seamlessly into your overall financial services offering.
- Assistance obtaining licensure in your state
- Training and Continuing Education
- Access to Best Companies and Best Rates
- Complete Back Room Support:
- Real time case management with online tracking
- Automated billing of your clients' policies
- Case Assistance:
- Identifying and designing products to meet your clients' needs
- Illustrations provided
- Impaired Risk markets available
- Technical Expertise, with a focus on estate planning
- Complete Marketing Support