As tax season winds up in April (this year the deadline is Tuesday, April 18), we like to do a special event just for CPAs, during which we offer a few hours of free CPE (Continuing Professional Education).
The topic of our CPA events is “Annuities and Life Insurance”. It’s a unique presentation we have built and honed over the years, highlighting how these products can help solve the needs of some of their clients. CPAs are required to acquire CPE hours each year, and most continued education requires the CPA to pay for the hours of education.
But we offer the hours free.
Why we do it? We host these events for two big reasons:
- To sell insurance to the CPA themselves.
- To build a network of CPAs who refer their insurance business to us.
Here’s how it works:
- We use a registered wholesaler to offer the CPE. We even have the wholesaler support the event cost.
- We send out a direct mail campaign to local CPAs.
- We rent a banquet room at a mid-tier hotel.
- We provide a basic, low-cost continental breakfast.
- We provide an educational experience with a strong close.
The Outcome? We sell insurance to the CPAs themselves and establish and build relationships for referrals moving forward.
Interested in this type of event? Reply back and we can schedule a call.