Upgrade Your Offer Stack

Whether you are a CPA, Estate Planning Lawyer, Real Estate Professional, Mortgage Officer, or an Insurance Professional, you can add more value to your clients through partnership.

Connect with other financial professionals

Add more value to your clients

Have a team in your corner

Do your clients have bigger needs and goals than you can solve on your own?

You’ve heard of referral real estate agents, right? They are licensed real estate professionals who connect other agents with prospective clients. We offer the same. If you get licensed with us, you can send people to us who need help in areas outside of your areas of core expertise. We help them achieve their goals, and you get a new income stream.

Here are some areas where we can help:

Increasing cash flow
Debt management
Emergency fund
Proper protection
Wealth building
Preserving wealth

Maximizing business profit
Increasing business retention
Tax minimization strategies
Business exit strategies
Legacy planning
And more

Also... we want to send people your way.

Do you offer a complementary service we don't provide? We want to send clients your way.

We are looking for partnerships with:

CPAs
Accountants
Tax professionals
Real estate professionals

Lawyers
Mortgage officers
P&C insurance professionals
Is your profession not here? It probably should be!

Our goal: We seek to bring maximum value to your clients and ours.

What's the process?

Serving together so there is

#NoFamilyLeftBehind

1. Apply
Complete a short application and schedule a meeting with a member of our team to see if becoming a strategic partner is right for you and for us. Our team is connected within a larger financial agency, with the ability to service a wide range of families and business owners.

2. Training on demand

To the degree that makes sense to you, tap into our online, live and in-field training.

3. Get Licensed
Get your licenses to get open up a new stream of income via our partnership. The licensing fee is paid to your state, and for life and health licenses averages $300 - $600, depending on the state.