USA Tax & Insurance Services, Inc. Announces Rollout of the EliteRIA Producer System(TM)
PALM HARBOR, Fla., April 7 /PRNewswire/ -- USA Tax & Insurance Services ("USA Tax") announces the nationwide rollout of The EliteRIA Producer System(TM), a division focused on providing qualified, independent Investment Advisor Representatives and Registered Investment Advisors with proven processes for selling managed portfolios and acquiring assets under management. "This unique wealth management business system teaches producers how to become more comprehensive retirement advisors for even the most affluent individuals in their communities," stated Stephen R. Hand, CEO of USA Tax.
The EliteRIA Producer System(TM) is a turnkey business model that provides an easy to follow, complete roadmap for marketing and selling managed portfolios and other insurance and financial products. Michael Albertson, lead trainer of the division, echoed Steve Hand's excitement about the program. He has personally experienced success with the model, writing over $35 Million in managed portfolios and $12 Million in other products in the last year. "We teach producers to work smarter, not harder. Following this system, producers will experience only the most qualified prospects contacting them for one-on-one meetings. We also offer a seminar program and a simple start to finish process that guides producers all the way from meeting prospects to providing ongoing, high level client service," said Mr. Albertson.
USA Tax provides qualified producers with a no cost or obligation visit to their headquarters. This Producer Orientation includes an overnight, all expense paid trip to Tampa, FL, to view the operation and meet the people behind the success.
About USA Tax & Insurance Services, Inc.(R)
USA Tax has had the greatest success story in the insurance industry, writing over $5.5 Billion in annuity and other insurance product premium in a few short years, with less than 250 chosen representatives nationwide. This organization of producers utilizes USA Tax's well known income tax, insurance and financial planning business model, and prides itself on producer camaraderie. Building on that success, USA Tax has developed and test marketed the independent, turnkey wealth management business model, EliteRIA(TM). With this addition and their many other established producer services, USA Tax remains a pioneer of marketing and training in the insurance and financial industries.
Investment Advisor Representatives or Registered Investment Advisors interested in qualifying should visit www.eliteriasystem.com or call (866) 646-3677.
SOURCE USA Tax & Insurance Services, Inc.
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