FSEP
IRA
FSIMPLE
IRA
F529
College Savings Plan
Some
health insurance products offered by unaffiliated insurers
through Enterprise General Insurance Agency, Inc., 300 Davidson
Avenue, 1st Fl-East Wing, Somerset, NJ 08873.
CPA
Alliance Program
Develop and implement your
financial services practice
MetLife
and I help provide the Support you need to help develop
and implement your financial services practice. With our local
experience in investment & insurance strategies, you will
be able to offer your clients a comprehensive needs-based
approach to their financial situation.
Once
licensed, you will also have access to a wide range of financial
products for individual wealth accumulation strategies, wealth
preservation, and small-business needs - all while allowing
you to maintain your objectivity.
Support
- As a member of the Alliance Program, you will receive
a full range of support, at the local and national level,
to help you successfully offer investment and insurance products
to your clients
Compliance
- through local firm meetings and satellite television
broadcasts.
Training
- through local programs, regional advanced sales
seminars, and "live" broadcasts, some of which provide continuing
educational credits.
Marketing
- through our local firm's marketing director, including
database marketing and contact management capabilities.
Information
- through our "best of breed" intranet, iMetLife,
and specialized publications
Expertise
- MetLife's CPA Alliance Program is much more than
an eMail or toll free number.
Teamwork
- by developing a relationship with one of our local
financial representatives, you can minimize the time taken
from your accounting practice in order to offer your clients
additional financial products. You make the decision about
how involved you want to be on a case by case basis.
Knowledge
- in addition, each of our local firms is staffed
with experienced teams of specialists in the area of marketing,
investments, employee benefits, business continuation, and
estate planning, to name a few.
Professionalism
- with one of the highest proportions of recipients
of Chartered Life Underwriter and Chartered Financial Consultant
professional designations in the industry, you can rely on
the insurance and investment expertise of our financial representatives.
Objectivity
- When forming a relationship with a financial services
company, you may be concerned about the perception of losing
your objectivity.
Diversity
- MetLife's CPA Alliance Program assures your objectivity
by offering you access to over 40 companies and more than
250 mutual fund families, in addition to MetLife's own portfolio
of highly competitive life insurance, disability insurance,
and annuity products
Process
- we take a comprehensive needs-based planning approach
in working with clients, with industry-standard analytical
tools and planning software
If
you would like to learn more about our program up, please
contact Elena
Kliss and I
will respond to you shortly.
P&C
Alliance Program
Develop and implement your
financial services practice
MetLife
and I provide the Support you need to develop and implement
your financial services practice. With our local expertise
in investment & insurance strategies, you will be able
to offer your clients a comprehensive needs-based approach
to their financial situation.
Once
licensed, you will also have access to a wide range of financial
products for individual wealth accumulation strategies,
wealth preservation, and small-business needs - all while
allowing you to maintain your objectivity.
Support
- As a member of the Alliance Program, you will
receive a full range of support, at the local and national
level, to help you successfully offer investment and insurance
products to your clients
Compliance
- through local firm meetings and satellite television
broadcasts.
Training
- through local programs, regional advanced sales
seminars, and "live" broadcasts, some of which provide continuing
educational credits.
Marketing
- through our local firm's marketing director,
including database marketing and contact management capabilities.
Information
- through our "best of breed" intranet, iMetLife,
and specialized publications
Expertise -
MetLife's P&C Alliance Program is much more than
an eMail or toll free number.
Teamwork
- by developing a relationship with one of our
local financial representatives, you can minimize the time
taken from your accounting practice in order to offer your
clients additional financial products. You make the decision
about how involved you want to be on a case by case basis.
Knowledge
- in addition, each of our local firms is staffed
with experienced teams of specialists in the area of marketing,
investments, employee benefits, business continuation, and
estate planning, to name a few.
Professionalism
- with one of the highest proportions of recipients
of Chartered Life Underwriter and Chartered Financial Consultant
professional designations in the industry, you can rely
on the insurance and investment expertise of our financial
representatives.
Objectivity
- When forming a relationship with a financial
services company, you may be concerned about the perception
of losing your objectivity.
Diversity
-MetLife's P&C Alliance Program assures your
objectivity by offering you access to over 40 companies
and more than 250 mutual fund families, in addition to MetLife's
own portfolio of highly competitive life insurance, disability
insurance, and annuity products
Process
- we take a comprehensive needs-based planning
approach in working with clients, with industry-standard
analytical tools and planning software
If
you would like to learn more about our program up, please
contact Elena Kliss and I
will respond to you shortly.
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