The California Society of Certified Public Accountants (CalCPA) is expanding its professional membership eligibility criteria. That means more sales opportunities for you with the exclusive CalCPA insurance program.
Now, individuals can quality for a financial professional membership if they:
- Have never been a licensed CPA;
- Have a Bachelor’s degree;
- Meet any one of the following criteria:
-Are a professional employee at a CPA firm;
-Work under the direct supervision of a CPA in industry, government, or education;
-Work as a financial professional in industry, government, or education or in legal, banking, or financial consulting services; or
-Are employed as an IT professional
The same underwriting guidelines for CalCPA’s insurance products apply to members in this new category and to existing members.
Open the door to new sales, more business, and increased referrals. Contact your Word & Brown representative for more information on CalCPA’s Medical, Dental, and other insurance products.
