We need advisors who want to partner with our local network of CPAs

Exclusive Territories are Now Available for the CPA Direct Program

This is not a referral program. You will have DIRECT access to our top CPAs and their clients. Our network of CPAs is so large that we need more advisors.

  • End prospecting forever
  • Generate an unending stream of qualified clients
  • Access the largest IRA accounts in your community
  • This proven system comes complete with training and turnkey marketing

Lock in your territory now and learn everything you need to know on our On-Demand Webinar: CPA Direct for Advisors. When you register, you’ll receive our Free Info Kit.

What advisors are saying

“I needed more prospects and CPA Direct gave me the skills to increase my marketing efforts and double the number of clients I meet with each week.”

- Gerald S., California

“After 30 years I am having fun again and look forward to every day. Best of all my sales have skyrocketed…this year I will do $12,000,000 in annuity premium!”

- Mark H., Louisiana

“In this economic time, this couldn’t be more of a perfect strategy to work with CPAs and attorneys. I learned how to take what’s happening in the economy and harness that to really help people.”

- John L., California