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Seeking New Opportunities
The blending of financial services with traditional accounting and banking services has altered the way CPA's and mortgage professionals do business. The question becomes, how do you take advantage of the opportunities before you?
Our Strategic Alliance & Partnership program offers many advantages to CPAs. Working with our team can bring the added value of one-stop financial services to the assistance you already provide your clients. Our program enables you to provide quality financial products and services from one of the nations largest, most respected insurance companies. The potential of the program to help you build and solidify your practice through increased income is significant. At the same time, it can help you assist your clients by being more completely involved in their financial affairs.
A Seasoned Team
When offering your clients the added value of financial services, it's imperative that you choose a company of the highest reputation with a demonstrated record of achievement. With over 140 years of business experience, MetLife offers knowledge and experience.
Experienced
Our team has experience in the areas critical to your success. In MetLife you have a firm that offers you the objectivity and ethical sensitivity so important to the trusted relationships you have built over the years. We understand the value of the CPA/Client relationship. Our needs-based approach is designed to allow you to maintain the consultitve role you've always taken with your clients. We further enhnace that objectivity by accessing a wide range of well-respected providers in the areas of investments, insurance, annuities, and banking servives.
The Right Tools
We offer a large selection of financial products and services. Jointly, we will build strategies and select products to meet the specific needs of your clients. We can bring a single source for mutual funds, individual securities, seperately managed accounts (SMAs), annuities, employer-sponsored retirement solutions, executive retirement plans, pensions, and much more. MetLife prides itself on being a leader and are constantly working to develop new insurance and investment products and services to help meet the needs of clients.
To Stay The Course
Having the right solutions is essential but of equal importance is having the abillity to present the solutions to the right people. That is where our target market expierence plays a key role. We are dedicated to assisting you in developing strategic marketing plans to communicate the right message to your clients. Working side by side, we can help you segment your current client base into specific targeted categories. This allows us to get the right message to the right group of clients.
Getting Started
Two levels of participation; Alliance & Partnership. The Alliance Level is one way to become involved with The Havlik & Varlotta Group. At this level you can feel confident referring clients to our firm, and we comfortable referring to yours. You are able to offer your clients the benefit of access to a comprehensive financial program. In doing so, your clients are linked even closer to you, which can support client retention. It will also make your business more attractive to prospective clients. The Partnership Level represents more participation (and potential reward) for your firm. At this level, you work closely with us in identifying the financial needs of your clients. You will share in the fees and commissions generated by the sale of financial products and services, after you have attained the proper licenses and entered into the aplicable appointment contracts.
The benefits of the partnership level are threefold:
- you add a new and very marketable service to your practice
- you will be more closely tied to your clients by personally providing this service to them
- you will have the opportunity to generate significant additional revenue.
You Control The Relationship
We are very cognizant of the investment you've made in developing your business relationships. We value long term relationships as well. Above all else, our team will respect your client relationships.
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