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Going to the Next Level with CPA Alliances

"Going to the Next Level with CPA Alliances"


Thursday, March 1, 2018 10:00:00 AM PST - Monday, March 12, 2018 10:30:00 AM PDT

Alfred Sosa
Associate Director
Transamerica Agency Network


This is a strategy designed to solve the greatest dilemma many agent often fac. "How to get referred on a regular basis" to high income and net-worth prospects that have a higher probability of becoming clients.



After this webinar, participants will be able to:

  • Make solid appointments with CPA's to build and alliance with them.
  • Present the CPA alliance concept successfully
  • Implement a strategy for the CPA to follow 


Key Take Away:

  • Build solid CPA Alliances and take their practice to the next level. 



Al Sosa Photo.jpg

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