Brokers Edge is helping our top producers create LONG LASTING relationships with CPA's that create lifetime referrals through this professional alliance.
Our Principal, Rich Hellerich has personally implemented this strategy for over 20 years and has fine tuned the tools you will need to approach and engage CPA's and tax advisors. We will also show you how to maintain these relationships for years to come.
The key to quality referrals is building relationships with CPAs and Tax Advisors in your area. We help you identify potential CPA partners and take you step by step in securing these relationships.
Contact your Brokers Edge Annuity Marketing Specialist to learn more!