Times are Changing
Traditional sources o revenue, generally resulting rom taxand accounting practices, have been eroding largely due tothe availability o new technology and sotware. You knowbetter than anyone else that to remain protable, you mustconsistently develop resh sources o growth and income.Because they trust you and respect your advice, your clientscome to you to help them address their nancial concerns.Who better to trust than the one most amiliar with theirnancial needs and wants? But have you been able to provideall that your clients need?For some time now, CPAs have been able to get licensedto sell commissioned products, typically lie insurance andsecurities. Yet only approximately 10 percent* o CPAs haveobtained those licenses. Tremendous opportunity now existsor you to provide your clients with the nancial productsand services they need. Are you ready to take advantage o those opportunities?
You, the CPA, are in a position to make choices. National LieInsurance Company (National Lie) is in a position to helpyou make those choices. We can review with you, in detail,what your various choices are and discuss ways to makethem work or you.I you choose to work with us, our CPA Advantage Programofers a wide range o models rom which you may choose.Through our interactive planning process we can customizeany approach that works or you.
Lie insurance and securities companies are jumping onthe bandwagon o change. Why should you turn to us toprovide you with the tools you need to enter these excitingnew elds? One word – experience.While most companies are just now oering to helpCPAs expand their services, we have been providingpartnerships to CPAs or over 25 years. We’re not jumpingon the bandwagon, we’re leading the way.National Lie Insurance Company has been in business orover a century and a hal. Throughout our history, we’vebeen an innovator in the introduction o new orms o lie,annuity and pension contracts. As the needs o our clientsand policyholders have changed, we have responded withproducts and services designed to turn those changesinto opportunities.
Copyright 2005 National Lie Group – all rights reserved.
Source: Allen Koltin, PDI Global Research, April 2008
For Use With Financial Professionals Only - Not For Use With The Public