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CPA Alliance Program


A proven, turn-key system that will create new partnerships with CPAs in your community and explode your business!

Our professional speaker provides four hours of Continuing Professional Education for CPAs all about indexed annuities and positions YOU as the expert. If you’ve ever thought about a partnership with a CPA (and really, who hasn’t?) and what it could do for your business, NOW is the time! Every agent knows that a client’s CPA is THE most trusted advisor, let us unlock the opportunities for YOU.

You’ll be amazed to learn that 80% of CPAs know NOTHING about indexed annuities! Attendees are blown away with our presentation and 50% of them want an appointment with the agent to buy an annuity for themselves!

Why do other ‘CPA networking systems’ fail?  Easy!  They fail to provide REAL value for the CPA and do not take the time to educate them on annuities! We hold the key to building successful relationships with CPAs for agents and we can do the same for you!

Because of a CPA Program workshop, I was able to build a strong relationship with a local CPA. He later sent me three new clients, one of which put $1 million into a fixed annuity.

Stephen D., Indiana


To get the relationship started we will organize a workshop for CPAs in your area, provide a featured speaker and then introduce you and your services – all you have to do is show up and start networking. This is a completely turn-key system, which includes the presenter, curriculum, and all the materials.


  • 23,000 CPAs have attended our events
  • Events hosted in 47 states
  • Over 14 years
  • Average attendance is 33 CPAs per event