CPA Alliance Program

 

The mission of the CPA Alliance Program is to create a strategic alliances among elite investment / insurance professionals in the service of the CPA Alliance Firms.

 

What are the participation requirements?

 

The CPA Alliance Program is open to investment and insurance professionals who qualify. There are four requirements you must meet prior to applying to participate in the program.

 

1. You must be contracted with “core” annuity Providers as specified by The Green Agency.

 

2. You must write (insurance professionals) at least $1 million in annuity Premium within twelve months of applying to participate in the program.

 

3. You must attend The Green Agency financial Solutions. Not required for CPA firms.

 

4. (Investment  professionals  are qualified to be an IAR of TGA Capital Management. Currently have an (AUM of 10 million), and seeking to transition to a fee-only advisory.  Not required for CPA firms.

 

How does the program work?

 

Through the CPA Alliance Program, we offer an opportunity to work with CPAs to enhance their practice and your business.

 

What are the benefits?

 

If you qualify, you’ll have an opportunity to introduce yourself to the CPA Alliance Program.  Assisting CPA firms to expand their practices to include advisory and insurance related solutions through our (Back-office-support) in a localized demographic exclusive setting for the CPA Alliance firm.

 

To request more information, please complete the contact submission page below and we will send you complete details about the CPA Alliance Program.