CPA Alliance Program

A proven, turn-key system that will create new partnerships with CPA’s in your community and explode your business!

Our professional speaker provides four hours of Continuing Professional Education for CPAs all about indexed annuities and positions YOU as the expert. If you’ve ever thought about a partnership with a CPA (and really, who hasn’t?) and what it could do for your business, NOW is the time! Every agent knows that a client’s CPA is THE most trusted advisor, let us unlock the opportunities for YOU.

You’ll be amazed to learn that 80% of CPAs know NOTHING about indexed annuities! Attendees are blown away with our presentation and 50% of them want an appointment with the agent to buy an annuity for themselves!

Proven Results

CPA's Have Attended Our Events

States Have Hosted Our Events

Years of Success

Average Attendees Per Event

Turn-Key Program

To get the relationship started we will organize a workshop for CPAs in your area, provide a featured speaker and then introduce you and your services – all you have to do is show up and start networking. This is a completely turn-key system, which includes the presenter, curriculum, and all the materials. Why do other ‘CPA networking systems’ fail?  Easy!  They fail to provide REAL value for the CPA and do not take the time to educate them on annuities! We hold the key to building successful relationships with CPAs for agents and we can do the same for you!
For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Financial, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to agents in good standing.


Address: 7105 W 44th Ave, Wheat Ridge, CO 80033

Phone: 800.579.7923

Business Hours: 8:00a-5:00p M-F