Get Licensed - Get Connected - Get Paid

Earn More From The Clients You Already Have

Here's what they're saying...

“As a practicing CPA, I worked with various vendors to obtain my securities, life and health insurance licenses. After hearing about the CPA Triple Play, I believed so strongly in the concept, that I wanted to sign up to help bring this valuable concept to other CPAs & Tax Accountants. The value of this done for you model is immense. You and, more importantly, your clients will begin seeing the benefits of the program almost immediately.”

CPA

Gary Mannuzza Jr.

“I've been an accountant for 34 years. I'm not an innovator or an entrepreneur, and I'm definitely not the most tech savvy guy in the office. I email my clients offers for services they're interested in, and I get a commission when they say yes. That's how simple it is.”

CPA

James Sosinski

Your Opportunities

CPA Triple Play

  • Insurance

    Your clients need guidance and real-world answers. You have conversations about everything involved in your client's lives, don't leave this crucial piece to change.

  • Mortgages

    An easy turn-key solution! When your clients are looking for a mortgage generally speaking, they are going to need documentation that you have at your fingertips.

  • Financial Services

    You have the most trust! Everything from annuities to investment portfolios to 401k's can be handled here.

  • Medicare/Senior Services

    The Medicare market has exploded with 11,000 Baby Boomers a day being added.

  • Social SecurityOptimization

    Many of your clients have worked 35+ years and paid into Social Security but 97% of people don not follow optimized strategies. Help your clients grow their assets.

  • Bonus Section

    Imagine being able to offer your clients a way to work part time and make significant side income.

CPA Triple Play Pricing Options

Make a one-time payment of $750.00 or two monthly payments of $400.00

If you're not satisfied, we're not satisfied.

That's why we'll happily give you your money back, if requested in writing, within the first 30 days of your membership.