Build you own Business with nothing more than your laptop and mobile phone
Build your future in:
✔ Personal and Commercial Insurance
✔ Life Insurance
✔ Tax Return Preparation
✔ Payroll & Bookkeeping services
✔ Business Entity Formations
Receive resources and mentorship form experienced professionals to achive your financial goals
About the Affiliation
This one-time affiliation program is designed for motivated individuals who want to enter the professional world of insurance, tax preparation and business services.
Through mentorship and structured support, you will learn the step-by-step process in how to acquire one or more of the following:
- Personal Lines California Insurance License (Auto, Home)
- Property and Casualty California Insurance License (Workers’ Comp., General Liability)
- Life Insurance California Insurance License
- Registered Tax Preparer designation by obtaining a Certificate of Compliance from the California Tax Education Council (“CTEC”)
- Learn fundamental training to effectively sell payroll services
- Learn fundamental training to effectively sell bookkeeping services
- Learn fundamental training to effectively sell entity business formations
Additional Affiliation Benefits
Setup of a personalized replicated website
Setup of a personalized email address under Agency’s platform
Setup and access to a Recruitment Operations System to assist Affiliate’s business expansion
Future Opportunities
Once you complete your licensing and registration/certification:
- Insurance Services
You may provide insurance services as a duly licensed insurance agent, in accordance with the California Insurance Code.
- Tax Preparation Services
You may prepare and file income tax returns as a Registered Tax Preparer, upon obtaining a Certificate of Compliance from the California Tax Education Council (CTEC).
- Additional Professional Services (no license required)
- Payroll services
- Bookkeeping services
- Business entity formation
Affiliation Details
One-Time Affiliation Cost: $199.00
Monthly Subscription: $29.99
30 days after initial affiliation subscription there will be a monthly recurring subscription of $29.99 which includes a personalized website, access to a customized customer relationship management (CRM) system, and participation in scheduled online group-based product training sessions.