We designed the Cardona & Company Professional Alliance program as a collaborative approach to help professional service providers such as  CPAs, tax professionals, attorneys, financial planners and P&C insurance agents create a positive end-to-end experience for their clients.

By working together, we provide advisors with a specialized and trustworthy outlet for Life Insurance planning and related products and services.

The goal of the program is to fully address all of your clients’ financial challenges and deepen relationships through referrals to an experienced insurance advisor.

Team Approach

Let’s face it, the team approach works best for both clients and their advisors. Each advisor has their own specialty and the client benefits from working closely with a network of advisors, such as CPAs, Attorneys, Bankers, Investment Advisors, Financial Planners, PC Insurance Agents, etc. Ultimately, this pairing will help the client receive the most cost ­effective, tax efficient insurance program available.

Our program allows you, as one of the key advisors, to have the resources of an organization which specializes in Life Insurance without the overhead of having an internal department.

Key Benefits for You and Your Clients

• Value Added for Your Clients’. Clients today, particularly the affluent are looking for a high level of service and commitment. With this alliance program, you can produce more solutions for your clients, while providing a higher quality client experience, strengthening.
• Differentiate Yourself from Your Peers. Offering additional services that go beyond the confines of your office while still focusing on your core strengths will just support your clients’ trust in you and give you an edge above the competition.
• Increase Retention. By building up your quiver of services, your clients will continue to want to stay with you.
• Increase the Net of Your Lead Generation. By working within the alliance program, you will align yourself with other top tier advisors and professionals that will refer business to you as well. Prequalified leads will organically be generated.
• Generate Additional Revenue. For licensed producers you will be part of our referral commission program. For more information, contact us to see what the commission schedule is.

Please Contact Us to find out more information and sign up for our Professional Alliance Program.