As CPAs become increasingly involved in the insurance industry, it is imperative that they have a thorough understanding of life settlements and how they can benefit their clients - individuals, businesses, and charities alike. Those CPAs who have chosen to offer life insurance services to their clients directly can also benefit from the additional revenue stream offered by settlements.
Provada is available to be the back office life settlement solution for CPAs. We offer technical and compliance support to assist CPAs in helping solve client problems via settlements. In addition, we can implement a turnkey marketing solution for those CPAs offering life insurance and related services directly to their clients.
Contact us to learn more about Provada's solutions for financial advisors. |
