Unlock Growth Potential with Premium Financing

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Navigate the nuanced financial needs of your elite clientele. Deepen your understanding of premium finance life insurance, and how it can seamlessly integrate into the wealth management strategies you craft.

Advanced Tax Strategies

Navigate the nuanced tax implications of premium financing to deliver optimized tax-saving solutions for your HNW clientele.

Value Addition

Distinguish your practice by providing insights into this sophisticated financing mechanism, positioning you as a sought-after expert in the HNW segment.

Collaborative Approach

Forge strategic alliances with premium finance providers, enabling a two-way exchange of expertise and referrals.

Holistic Wealth Management

Seamlessly integrate premium financing strategies into comprehensive financial plans, offering an enhanced layer of wealth preservation and growth.

Continuous Learning Opportunities

Stay updated with regular seminars, webinars, and resources exclusively curated for the CPA community on premium financing.

Client Trust & Retention

By introducing and guiding clients through new financial avenues, foster deeper trust and strengthen long-term relationships.

Empower Your Advisory Role

As financial landscapes evolve, CPAs must remain at the forefront of innovation and strategy. By deepening your understanding of premium finance life insurance, you not only expand your toolkit but also position yourself as a proactive and holistic advisor to high-net-worth (HNW) clients. Stand out by offering expert insights into this specialized financial solution.

FAQ for CPAs at Advance Wealth Partners

Expand your advisory capabilities with our specialized premium finance life insurance solutions, enhancing client value while diversifying your portfolio offerings.

CPAs are integral in structuring financially efficient strategies for clients, leveraging our premium finance solutions to optimize tax liabilities and enhance wealth management.

We offer comprehensive educational resources, including seminars, detailed case studies, and direct access to our experts to deepen your understanding of premium finance strategies.

Absolutely. We encourage collaborative efforts on client cases, providing expertise and support to ensure the best outcomes for your clients’ financial goals.

We provide tailored tools, including tax impact calculators and scenario analysis resources, to aid CPAs in effectively planning and advising on premium financed insurance.

Our strategies and solutions are developed in strict compliance with current tax laws, ensuring that CPAs can confidently advise clients on these financial products.

HNW individuals and business owners seeking advanced wealth preservation and tax-efficient strategies are ideal candidates for our collaborative services.

Our customer reviews

Tomer's expertise in premium finance has been invaluable for my family. He took the time to understand our unique needs and delivered a solution that exceeded our expectations.

Billy Lindenmeier

Working with Tomer has been a game-changer for our company. Her insights into premium financing have significantly improved our cash flow management.

Israel Carmel
CFO, FlatRate

I highly recommend Advance wealth partners to any CPA looking to offer cutting-edge financial solutions to their clients. The results speak for themselves!

Harry Dublinsky
CPA , EisnerAmper LLP

The premium financing strategy provided by Tomer has been a game-changer for my high net worth clients. The team's expertise and personalized approach set them apart.

David Hehn

Contact Information:

Our Staff

Andrew - Client Servises
Sue - New Business
Adam - Advance case design
Shannon- Case Manadgment
Carla - Renewals
Tomer - Managing Partne