Our Unique Value to CPA Firms:

Your clients look to you as their trusted advisor for advice, insight and counsel on a range of financial matters. The professionals at American Business can help you strengthen that role, deepen your value to them and enhance their trust in you.

How?

  • Educating you and your colleagues to help you ask clients the right insurance-related questions, and better serve them in the long run.
     
  • If or when an insurance need arises, designing and deploying the right insurance solutions to meet the specialized needs of your clients.
     
  • Providing educational, insurance, tax and financial information for your use as private-label thought leadership pieces with your clients.
     
  • Serving as a valued resource for you, your firm and its clients at every step along their financial and retirement journey.

AB Edge Library and Resources

Strategic Partnership Overview

Delivering Lasting Value to You and Your Clients

Your CPA firm can count on American Business for an array of best-in-class insurance solutions and products:

Comprehensive life insurance solutions geared toward high-net-worth individuals
Updates on important tax, regulatory, and insurance-related news and events
Educational resources, including timely and relevant articles
One-on-one consultations
Case studies that demonstrate solutions to unique/ demanding life insurance and planning challenges
Complimentary reviews of estate planning documents (e.g., wills, trusts, powers of attorney, buy-sell agreements)
In-house education, including lunch-and-learns, seminars and retreat presentations

What Our Partners Say About American Business

We have worked closely with the insurance specialists at American Business for the past five years and have found their professionals integrate seamlessly into our team approach with our clients.  

- Ron Carson, Carson Wealth Management, Founder and CEO

Over the past several years I have become well acquainted with American Business. I have come to learn their business values. For them it is all about their clients. They truly believe the client comes first. When the client has the best possible solution it is a win for everyone involved. The ethical values American Business puts forth supersedes any business provider I have ever experienced. Working with AB has and always is a privilege. They never stop short of every effort required to meet the complex needs of so many clients. American Business truly believes it's a privilege to be serving their clients. They are smart, diligent, creative and extremely careful in dealing with client problems and issues.

- Jay N. Nisberg, PhD, Jay Nisberg and Associates

We have worked with American Business for over 15 years. As CPAs, we are the trusted advisor in many long term client relationships, paramount to our philosophy is to bring independence, competence, and objectivity to our clients. American Business accomplishes this firm goal. Their professionals and administrative staff are top notch.

- Chris Allegretti, HBK CPAs & Consultants, Managing Principal/ CEO

About American Business:

American Business works closely with prominent accounting firms and their clients to provide an array of independent and sophisticated life, long-term care and disability insurance protection, as well as college and estate planning solutions. Since 1967, we have served as a trusted resource to our strategic partners and their clients. 

We offer you distinct advantages over other insurance partners:

  • Independence
  • National footprint
  • In-house chief underwriter
  • 90% case placement rate
  • Educational resources to help you deepen your holistic value as trusted advisors to your client
  • Proven experience and know-how—most American Business insurance professionals have more than 20 years of high-level industry experience
  • Two Client Philosophy™—protecting the integrity of your client relationships
  • Longevity and stability—founded in 1967
 

We welcome the opportunity to discuss how we can partner with your firm, help you enhance the service and value you deliver to your clients and potentially augment your firm’s existing revenue streams. Please complete the form below, and an American Business representative will be in touch shortly. You can also call us directly at (212) 359-4400 or email cpainfo@americanbusiness.com

 
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