Now, you have the ability to set yourself apart from other insurance professionals and financial planners in your community. We provide a proven template to help producers build a one-stop location to offer insurance, retirement and financial planning, income tax preparation and estate planning legal services. Our business model gives you the ability to build stronger relationships by providing more services to your clients.

We will teach you how to properly implement income tax preparation services into your planning business, for the opportunity to obtain hundreds of new clients each year. Over time, many of your tax clients will become your insurance and retirement planning clients, as their personal and financial circumstances shift and they require assistance managing those changes.

We will also guide you in the best ways to offer legal services to your clients in your office. By offering additional services to all of your clients, you will benefit by building loyalty, long-term relationships and referrals that will benefit your business for years to come.

In addition, we offer advanced sales training that is exclusive to the producers who work with us, and progressive, field-tested marketing tools and techniques.

Our program has literally transformed the businesses of hundreds of producers. We provide consistent one-on-one mentoring and support in all areas of business development. Due to the benefits of exclusive territories, you also have access to a supportive network of peers to share knowledge with that will benefit your business. If you are chosen for an exclusive territory, you will receive the training and strong support you need to become more successful in this industry than you may have ever thought possible.

USA Tax & Insurance Services, Inc.™ has created today’s greatest opportunity for insurance professionals and planners across the country.