The Rewards of Participation

Here are some of the rewards enjoyed by CPAs who have taken advantage of the opportunity to take part in this unique program:

New avenues of business
Increased revenue
Expanded consultative services
Stronger relationships with clients, who don't have to look elsewhere for life insurance, annuities, mutual funds, or other financial products
An enhanced image as a financial professional
Greater job satisfaction

In other words, partnering with New York Life can be a definite asset.

Choose the Option That Will Work Best for You

With our CPA program, you'll have two options: You can refer business to New York Life or build a financial services business of your own.

Option 1: Refer Business to New York Life

This is the simplest and least time-consuming option you can choose. It does not require you to contract with New York Life.

With Option 1, you'll receive a flat, one-time referral fee for each current client you introduce to an agent of New York Life that results in a sales meeting between the client and the agent. The referral fee will be based solely on the client's net worth. If there is a sales meeting, your fee is guaranteed-whether or not the client ever purchases a New York Life product.

If a client does consider purchasing life insurance, annuities, or securities products from the agent, you'll exercise your traditional responsibilities as a CPA advisor-giving tax and estate planning advice. In fulfilling these traditional responsibilities, you won't compromise your objectivity as a trusted CPA advisor. In fact, you can enhance your reputation in the process.

There are more advantages to choosing Option 1: Your CPA firm won't have to go to the trouble and expense of becoming licensed or registered.

Option 2: Build a Financial Services Business of Your Own

With Option 2, you'll enter into a corporate contract with New York Life. That will give you three ways to go. Track 1 is for the CPA sole practitioner-an individual or a one-person CPA firm. Track 2 may suit CPA firms that want to appoint a CPA within the firm as a sub-agent. After that individual becomes licensed and registered with the state and National Association of Securities Dealers, he/she can earn commissions by selling New York Life products exclusively. Track 3 may fit CPA firms that want to hire a full-time sub-agent to sell New York Life products exclusively.

A Growth Opportunity

The Benefits of Forming A Strategic Alliance with New York Life

Become an Agent - Contact a Recruiting Manager
If you have not already been in contact with a New York Life recruiter and are interested in joining the New York Life team as an agent, please click on the appropriate link below.

If you are not yet licensed, please complete a brief aptitude questionnaire. (Please note: If you have been in contact with a New York Life recruiter please follow up with them directly and do not complete the questionnaire through this link.)

Note: To be eligible, you must be a resident of the United States, Argentina, Mexico, South Korea, Thailand, Taiwan, China, India, Hong Kong, or the Philippines.

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