Do I qualify?
Due to our exclusive territory program we only choose highly qualified individuals to use our business models. We are looking for experienced, independent professionals who share our vision for the benefit of consumers in our industry. Are you a motivated, proven producer who wants to take your business to the next level?  Do you conduct business with ethical standards, honesty and integrity? If so, please contact us right away to see if you qualify!

Do I need an office to implement the USA business model?
Producers who are chosen for an exclusive territory will need office space to implement our business model.  We want the most professional appearance for our representatives and their clients. Clients feel more secure working with someone who has an office over someone who does not.

Can I operate this business if I don't know much about taxes or tax returns?
After our comprehensive training program, you will be trained how to easily review tax information and identify areas in which you may be able to help clients with suitable tax reduction strategies. We will also teach you how to properly implement tax preparation services into your planning business.

How do I find a tax professional to work in my office during tax season?
We will train you how to hire a suitable CPA or tax preparer to work in your office. We teach you what to look for and how to structure compensation based on experience and capabilities.

How often do USA producers hold seminars?
Our representatives normally hold seminars one time per week. Some producers hold seminars two times per week or more, once they have fully implemented the business model and start seeing consistent high levels of production.

Do I have to use the business imagery you provide?
You are not required to use our business imagery. However, we highly recommend using our professional design with your own company name, which has helped hundreds of producers utilize our national brand recognition.