CPA Outreach Program

Key Demographic – CPA’s, Accounting professionals, Tax preparation professionals

Collaborating with other financial services professionals is a time-tested strategy for practice growth. CPA’s are one of the most trust financial professionals and increasingly they are turning to local insurance professionals to collaborate, increasing the level of service and information available to their clients.

Brokers International has partnered with the CPA Alliance Program of Brokers International Ltd. since 2004 to provide our clients with assistance in making strategic connections with CPA’s. By delivering continuing professional education (CPE) for CPA’s in your community, this turnkey program offers the opportunity to create direct service opportunities with attending CPA’s or referral relationships with the CPA’s client base.

Program Requirements:

  • Contract with the “core” annuity and/or life insurance carriers as specified by Brokers International.
  • Producer shall have paid fixed annuity premium for the previous six months equal to or exceeding $1,000,000 with Brokers International or $10,000 in paid target life premium with Brokers Life with the understanding that producer will do $100,000 in paid target life premium in the next 12 months with Brokers Life.

If you have questions, please call.

Click here to complete the prequalification form.

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