Give Live In-Person Seminars
-You are the speaker
-You are viewed as the expert
-Give 1-hour, 4-hour, full-day, or even multi-day seminars
Subjects include but are not limited to: life insurance, annuities, investing, avoiding investment risk, estate planning, long-term care, Medicaid planning, asset protection, disability insurance, qualified plans (including 401(h) plans), ESOPs, life settlements, CICs, charitable planning, and more.
There is no better way to generate referrals from CPAs than by being able to give them continuing education credits.
Give 33 Hours of Self-Study Credit
We recently added the ability for advisors to offer CPE vouchers worth up to 33 hours of self-study credit. This is a great way to provide a unique benefit to CPAs/EAs/Accountants they want to form referral relationships with.