In Meeting

If you are a financial professional serving small to medium-sized businesses, you can help your clients and participate in revenue sharing. 

We partner with;
  • Attorneys
  • Bookkeepers / Accountants
  • Financial Services Executives
  • Insurance Agents / Brokers
  • PEO Brokers
  • Professional Associations

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Please Note:  Only licensed insurance agents can receive commissions for insurance products; however, there are a number of HR and Accounting Products available for non-licensed Financial Professionals.