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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
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.
The Benefits of Forming A Strategic Alliance with New York Life
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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 a licensed agent, please apply here.
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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