Two Ideas On How To Form Joint Ventures with CPAs To Sell More Life Insurance And Annuities!

How To Form Joint Ventures with CPAs To Sell Insurance.

8/15/2022 – Here’s a question that agents ask about forming Joint Ventures with CPAs to sell more life insurance and annuities. And two great answers from two great IPS clients.

Question: Most of the CPAs in my area do not really want to work in a joint venture. I need people who work with businesses. Do you have any ideas on how to get these people to work with me? Most say they hate insurance salespeople. Even though I have demonstrated how they can offer their clients a comprehensive service by offering supplemental health insurance? (AFLAC Agent)

Joint Ventures With CPAs To Sell More Life Insurance And Annuities – Answer #1…

CPAs are a difficult group, but if you develop a Joint Venture relationship over time you will not be sorry. However, the key ingredient is time. This is not a quick fix.

Also, there are many, many businesses that thrive on serving other businesses. How about copy services, employment services, business consultants, and office machine salespeople? Are you doing business with any companies that serve other companies? Why not start there to sell more life insurance and annuities?

Also, make sure you go to the sales letter section of the Insurance Marketing and Sales Resource Center™ or one of the IPS specialized tool kits, and read the endorsement letters. There is also a section that spells out Joint Venture Marketing with CPAs and other businesses and how to get started selling life insurance and annuities.

However, if you have any book of business whatsoever, make sure you are working book of business hard before you go out and look for more people. Most of us are neglecting our book of business and are losing repeat sales and referral business from people who already like us. I know because I still have to work on it. But, whenever I do, I find that I am pleasantly surprised at the amount of life and annuities I sell to my existing clients.

Joint Ventures With CPAs To Sell More Life Insurance And Annuities – Answer #2…

I agree that it takes time to develop a Joint Venture relationship with the CPAs. We have developed a 4-credit CPE seminar (or just an educational workshop) for them that teaches them some things that they have very little or no knowledge about. We even have had a few CPAs who have decided to get an insurance license so they can share commissions with us.

I have set a goal to buy breakfast for at least 4 CPAs a month to discuss how we can be of benefit to them and their clients. And how Joint Ventures can increase their revenues without any additional work. We provide client appreciation seminars for their clients.

For under $40.00 per month, I am getting some excellent lead sources and some additional prospective CPAs to call on. I invite the CPA to bring his associate to breakfast with him and we can both explain the advantages of our joint venture to sell life insurance.

Many Thanks to Tony and James For Their Input!

Form Joint Ventures With CPAs And Other Businesses To Sell More Life Insurance And Annuities…

Joint Ventures with CPAs, Attorneys, P&C Agencies, etc. are a great way for you to find more qualified prospects… to sell more life insurance and annuities! The question is… what is in the Joint Venture for CPAs, Attorneys, P&C Agencies, etc? Why should CPAs, Attorneys, and P&C Agencies form a Joint Venture with you? How will forming a Joint Venture with you make CPAs, Attorneys, and P&C Agencies more money? Bring in, new clients? Build their reputation? How will it help their clients? 

How and why to form the best Joint Ventures with CPAs, Attorneys, P&C Agencies, etc. is spelled out in great detail in each of our systems to sell more life insurance and annuities!

When will you form a Joint Venture with CPAs, Attorneys, P&C Agencies, etc. to find more qualified prospects… to sell more life insurance and annuities?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. ( Selling cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to earn $250k or more per year selling life insurance and annuities!

We will show you how to find your best life insurance and annuity leads/prospects. (Including forming a Joint Venture with CPAs, Attorneys, P&C Agencies, etc.) So you will set great insurance sales appointments.

Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! 

Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best life insurance marketing and sales system and training for insurance agents and advisors to form Joint Ventures with CPAs, etc. to sell more life insurance and annuities!

Now You Can Master The MARKETING Fundamentals To Find Your Best Insurance Prospects!

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more to sell life insurance and annuities. Now you can find your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also learn how to use all the HOT Life Insurance Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help average people – not just the wealthy! Joint Ventures with CPAs and other businesses are a great way to find qualified prospects to sell more life insurance and annuities.

When Will You Form Joint Ventures with CPAs And Other Businesses To Sell More Life Insurance And Annuities?


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families?

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To Living Debt-Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy”! As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference… By helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


It Is Up To You To Learn How To Form Joint Ventures with CPAs And Other Businesses To Sell More Life Insurance And Annuities!

Stop Struggling With Your Life Insurance Marketing Strategies!

How To Close Sales With Almost 100% Of Your Insurance Prospects! And Find More Prospects!

Free Consult - Helping 9 Out Of 10 Agents and Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - How To Form Joint Ventures with CPAs To Sell Insurance.

Leave a Reply

Your email address will not be published. Required fields are marked *

*

This site uses Akismet to reduce spam. Learn how your comment data is processed.