iPro One and American Business have teamed up to offer insurance products that wealth management advisors at CPA firms can market to their clients.
CPA wealth management practices will be able to offer estate-planning insurance products and client-specific plans that match the needs of high-net-worth clients.
American Business is an independent life insurance agency that offers a variety of carriers and products. It also has trust and estate attorneys on staff to assist CPA firms. The company offers weekly education and training sessions for CPA firms. Under the alliance, iPro One CPA firm clients will be able to access American Business' Web-based educational library for additional insurance information and assistance.
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