GENTS®:
Strategic Partner for the CPA Community
CPAGENTS® was created to protect advisors
and their clients concerning the purchase of life insurance
products. As credentialed professionals and former practicing
CPAs, we observed the tremendous void which existed between
the technical world of accounting and the sales oriented approach
of the life insurance industry. CPAGENTS® is uniquely positioned
to provide our clients—and yours—with the ideal solution
to this long-standing problem.
Our principals and associates apply the experience
and skills they developed as practicing CPAs to all technical
areas of life insurance planning including estate and buy-sell
planning. This rare combination of talents provides our clients
with the highest level of professionalism and expertise available,
creating a greater opportunity for their overall financial
success.
Since our clients can utilize our services
in every aspect of the insurance planning process, from strategy
to analysis to implementation, they realize a tremendous advantage
in both the cost and time associated with developing their
plans. This continuity not only maintains focus on our clients'
objectives, but also provides a unique and extremely valuable
multi-faceted perspective. There is also the added benefit of
purchasing life insurance from a Combined Professional Agent who
offers life insurance agency services that are performed by a
currently licensed life insurance agent who has earned either
a CPA, JD or MBA designation or degree.
Our unrelenting pursuit of assisting clients
and CPAs in buying analytically appropriate life insurance
products, regardless of the commission structure or marketing
hype, has made CPAGENTS® the strategic partner of choice
for the CPA community.
Through our vision of offering a highly
technical, analytical and professional approach to a field
perceptually lacking these qualities, CPAGENTS®, predecessor
was recognized by Inc. Magazine in 1992 as one of the 500
fastest growing privately held companies in the United States.
