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The EPC Method for CPAs

Provide Client Value with Expert Insurance Advice

Have you ever been asked by a client to advise them regarding the purchase of life insurance? Do you feel confident in giving this advice? If you provided advice, how well were you compensated compared to the insurance salesperson?

The EPC Method for CPAs program will provide you training, confidence and access to a first class technical evaluation process so that you can provide the answers your clients need to make objective decisions about their life insurance needs.

The EPC Method for CPAs allows you, the client’s most trusted advisor, to:

  1. Provide your clients with objective independent reviews and analyses at no cost;
  2. Deliver value-added consulting in a 100% "sales-free” professional manner with minimal investment and time; and
  3. Share in the commission.

In this 2 minute excerpt, Gary Boomer interviews Bob Esperti (on left) and Renno Peterson to learn why CPA's should be concerned with insurance. Bob and Renno are partners in the national law firm Esperti, Peterson & Cahoone and specialize in providing wealth strategies planning for high net worth families.

The process is simple and works without:

  1. You having to do any technical work or having specific technical insurance expertise;
  2. Risking a client relationship;
  3. The intervention of an insurance agent salesperson; and
  4. Cost to the client.



Logo for EPC Method
Provide expert and objective advice to your client by learning to use an independent technical evaluation process developed by leading tax attorneys and estate planners.
The 1-hour training session will be determined by you and the trainer.
Online Webinar
Who Can Attend?
Invite Only Partners, Managing Partners, CEOs, Tax Partners
How Much?
Cost to attend the training webinar is free.
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