CPA Retirement Advisers Alliance Program Overview

The CRAA Framework

Educational Phase: Wealth Mastery for CPAs

Gain exclusive access to modules covering Indexed Universal Life policies, Fixed Indexed Annuities, and tax-favorable retirement growth strategies. Earn your ‘Certified Wealth Strategist’ designation

Why Choose the CPA Retirement Advisers Alliance?

Create Real Wealth:

Learn how to utilize Indexed Universal Life (IUL) policies and Fixed Indexed Annuities (FIAs) to grow wealth in tax-favorable environments.

Help Clients Secure Their Future: Provide clients with reliable income solutions that they won't outlive.

Access Co-Branded Marketing Resources to Strengthen Your Offerings.

Unlock New Revenue Opportunities

Referral fees based on target premium for successful IUL or FIA placements.

Residual bonuses for high-value policies over $10,000 target premium

Offer value-added Retirement Audits to attract new clients and strengthen relationships

Upsell opportunities for other financial products, adding additional value for your clients.

Access continued education and training to enhance your advisory capabilities.