CPA Referral Partnership

CPA Referral Partnership: Elevate Client Planning with a Trusted Insurance Strategy Expert
Help Clients Access Tax-Free Retirement Solutions, Estate Protection & Liquidity Strategies — Without Selling Insurance

Join the CPA Referral Program Trusted by Ethical Advisors Who Put Client Value First
Broadnax Insurance Group helps Certified Public Accountants deliver more value through strategic life insurance planning — from tax-free income to estate preservation — all without requiring you to become an agent or sell products.
💼 Why CPAs Choose Broadnax as Their Insurance Planning Partner
Clients are asking for more holistic guidance — not just during tax season, but year-round.
Partnering with an ethical, independent insurance advisor allows you to protect your clients, strengthen retention, and add long-term value to your practice.
🔑 Key Benefits:
✅ Introduce tax-free retirement planning without selling life insurance
✅ Collaborate with a licensed insurance specialist who protects your client and your reputation
✅ Increase client retention by providing proactive wealth protection tools
✅ Offer high-level solutions like cash value insurance, estate liquidity, and legacy strategies
✅ Maintain fiduciary integrity with full transparency and no cross-selling
As a CPA, your client trusts you to help them reduce taxes and protect their future. We’re here to help you do both — ethically and easily.
🎁 What’s Included in the CPA Referral Kit?
When you request your CPA kit, you'll receive
📄 Co-Branded Tax-Free Retirement Guide
Educates clients on Indexed Universal Life (IUL) and other strategies
✅ Client Protection Audit Checklist
A simple review tool to identify estate, retirement, and liquidity gaps
📬 Email Script & Flyer
Customizable outreach materials to share with your clientsee Retirement Guide
✅ Client Protection Audit Checklist
A simple review tool to identify estate, retirement, and liquidity gaps
📥 [Request Your CPA Kit]
🔒 Our CPA Partnership Promise
We respect your role. That’s why our CPA Referral Program is built on clarity, care, and communication.

✔️ No product pressure — we educate, not sell
✔️ You’re looped in on every referral’s progress
✔️ We only provide what’s in your client’s best interest
✔️ You remain the hero in your client’s eyes
🧠 Who This CPA Program Is For:
Advisors who value client retention, legacy planning, and financial integrity
Professionals who want to offer more value without extra work
CPAs, Enrolled Agents, and Tax Professionals
Anyone looking to refer insurance confidently without liability or licensing
🏆 What Clients Gain from This Partnership
✅ Tax-free income streams through Indexed Universal Life
✅ Estate planning protection and liquidity without court battles
✅ Business continuity and succession support
✅ Strategic protection against rising taxes and market volatility
💬 CPA Testimonials
“I never thought I’d refer a life insurance partner — but James made it simple, ethical, and centered on the client. My clients thanked me for it.”
— J. Raines, CPA |  GA
“The protection strategies he offered saved one of my clients thousands in estate exposure. That trust turned into a 10-year client relationship.”
— S. Patel, CPA | TX
🚀 How to Get Started
✅ Step 1: Request your CPA Partner Kit
✅ Step 2: Book your discovery call with James
✅ Step 3: Begin referring clients confidently — with total support
📅 [Schedule a CPA Strategy Call]
📥 [Get the CPA Kit Now]
🙏 About Broadnax Insurance Group
Founded on faith, family, and financial integrity — Broadnax Insurance Group is dedicated to helping families and professionals build legacies, avoid financial hardship, and plan for the future with compassion and clarity.
We believe insurance should empower, not confuse. Let’s help your clients move forward — together.

📞 Contact
James Barnes Broadnax
Broadnax Insurance Group
📧 James@jamesbroadnax.com
📞 978-312-9003
🌐 www.jamesbroadnax.com