“I’ve been a P&C Broker 20 years. Before meeting the Back Office Advisory Desk team I was always worried about recommending the wrong product or solution to my client on the Life, Health and Retirement product lines. The Back Office ...
Maximize your opportunities from products that you refer out to other professionals, such as 401k rollovers, SEP IRA contributions, IRA contributions, and other insurances. We help accountants and CPAs seamlessly build a Life, Health, and Retirement division with no added expense or training required.
By plugging into the BOAD platform and white-labeling our process as your own, you can instantly help your existing and future clients with all of their insurance needs.
Our team works closely with you to identify the product lines that best fit your practice and implement marketing strategies to ensure your firm sees an increase in its bottom line. With the right product offerings for your clients, you can guarantee they will receive the best non-biased opinion to help them achieve their future goals.
“I’ve been a P&C Broker 20 years. Before meeting the Back Office Advisory Desk team I was always worried about recommending the wrong product or solution to my client on the Life, Health and Retirement product lines. The Back Office ...
“As I was building my agency, I realized that the best way to secure a client never leaves me is to help with them with all aspects of insurance. At the time I could not afford to build my own ...
“After building my CPA business, I started noticing that my clients were getting different recommendations from many different advisors. Some of the advisors represented only a couple companies and were not doing what was in the best interest of my ...
Let’s Expand Your Product Portfolio with No Added Expenses or Training
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