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Alliance ProgramBecause clients are facing
increasingly complex legal, tax and financial decisions. Tuve
Investments
believes in the power of professional partnerships. We believe that, no single professional can have all of the
solutions that their clients need.
We believe a
collaborative team approach to that helps clients is the best way to
grow professionally and provides the most value to your clients. For these
reasons we have created the Tuve Investments Alliance Program. This program is
designed to help you build your business through the development of new revenue
sources and the enhancement of your current client relationships.
Standards of Professional Business Conduct:
- The clients' interest will always be the highest
priority. We will never do any thing to jeopardize the reputation of our alliance
partners or our own.
- We will deliver the highest level of professional
advice and continually strive to improve our knowledge for the benefit of your
clients.
- We will provide independent financial solutions and
advice.
- We will maintain the highest level of
confidentiality.
- We will respect your relationship as the clients
primary trusted advisor and work with you to enhance that relationship.
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Learn MoreLearn more about the partnership
opportunities and benefits. Our exclusive alliance program provides opportunities
for:
Our Commitment to Our Alliance
Partners:
Trust
We are in the business of developing long
lasting and value added relationships with clients and our alliance
partners.
Philosophy
We believe in the power of partnership.
For a partnership to work all parties involved must be committed and receive
value from the relationship. We are committed to delivering on this
philosophy.
Results
Our resources and process have been proven
to deliver results for our strategic partners. |
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Accountants/CPA's:As a professional
accountant, you are
your client's trusted advisor. They look to you for guidance in navigating an
ever more complex financial world. For this reason it is important to be able
to bring your clients the right team of advisors and the resources to help them
reach their full financial potential.
As part of the Tuve Investments
Alliance Program we can bring you several exciting and valuable opportunities
to help your clients and your practice. These include:
BusinessKillers®.
Our BusinessKillers® workshop is designed to help you and your clients address
the six critical planning mistakes that can destroy their business. This
innovative workshop will help your clients deal with important business issues
such as business valuation, succession, estate, and tax planning.
Life
Insurance is a critical financial asset for many of your clients and plays an
important role in their financial plan. However few advisors know where to turn
for independent expertise in assessing the performance of their clients' current
coverage. For this reason we offer an exclusive process that will provide an
independent audit of your clients' existing coverage.
CPA Partners
Program - Additionally as a CPA professional with an established client base,
you are well positioned to capitalize on the income generated by your clients'
investments and insurance. Our CPA partners program is an innovative business
model for CPAs who want to complement their practice by offering professional
financial services to their clients. Our program allows you to add new sources
of revenue and increase your networking opportunities. Most importantly you
will be partnering with an advisory team that has the resources to help you and
your
clients succeed.
To learn more Contact Us
here.
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Attorneys:As a successful attorney your clients
turn to you to help them navigate difficult business and personal legal
planning issues. For this reason, it is important to be able to bring your
clients the right team of advisors and the resources to help them reach their
full financial potential.
Through the Tuve Investments Alliance Program
we can bring you several exciting and valuable opportunities to help your
clients and your practice. These include:
-
BusinessKillers®. Our BusinessKillers® workshop is
designed to help you and your clients address the six critical planning
mistakes that can destroy their business. This unique workshop will help your
clients deal with important business issues such as buy/sell planning, estate
planning, and disability planning.
- Life Insurance Audit
SM. Life Insurance is a critical
financial asset for many of your clients and plays an important role in their
financial and estate plans. However few attorneys know where to turn for
independent expertise in assessing the performance their clients' trust owned
life insurance. For this reason, we offer an exclusive process that will provide
an independent audit and review of your clients' existing coverage.
To learn more Contact
Us here.
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Insurance Agents:As experts in the area of risk
management, you are aware of the value the right kind of insurance protection
can bring to your clients' financial situation. You also have strong
relationships with many successful business owners, professionals, and
retirees. However you may often see other opportunities you are not able to
service adequately in your clients' financial situation. Through a strategic
partnership with Tuve Investments, we can help you grow your practice and
benefit financially through the success of your clients. We have several
platforms through which we can add value to your practice.
BusinessKillers®. Our BusinessKillers® workshop is
designed to help you and your clients address the six critical planning
mistakes that can destroy their business. This unique workshop will help your
clients deal with important business issues such as buy/sell planning and
funding, estate liquidity, and disability income protection.
Life Insurance Audit
SM. Life
Insurance is a critical financial asset for many of your clients and plays an
important role in their financial plan. However few advisors know where to turn
for independent expertise in assessing the performance of their clients current
coverage. For this reason we offer an exclusive process that will provide an
independent audit of your clients existing coverage.
To learn more
Contact Us here.
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Financial Planners:As your clients financial
advisor they expect you to provide them sound advice on a variety of financial
topics. Many financial advisors understand the import role life insurance, long
term care, and disability income insurance can play in a financial plan.
However, many advisors choose to work on a fee-only basis or specialize in
financial planning and investment management.
With over 50 years of
insurance experience, Tuve Investments can provide you the outside expertise
needed to help your clients select the right products to protect their
financial future. We will respect your relationship with your clients and serve
strictly
as an outside insurance professional.
To learn more
Contact Us here.
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Trustees and Fiduciaries:Never before have
fiduciaries faced more far-reaching responsibilities with regard to trust-owned
life insurance. Life insurance policies are increasingly complex and trustees
are now potentially liable for the failure or perceived failure to manage and
monitor the policies held in trust.
For this reason a partnership with
Tuve Investments may help you uphold your fiduciary obligations. Through our
Life Insurance Audit
SM
solution we can provide an independent performance audit and review of the life
insurance policies under your care. Our solution is free from conflict and
truly independent.
To learn more Contact
Us here.
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The LPL Financial
Registered Representatives associated with this site may only discuss and/or
transact securities business with residents of the following states: AL, AR,
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MN, MO, NE, NY, OK, PA, PR, SD, TX, VA,
WI
Securities offered through LPL Financial a Registered Investment
Advisor, Member FINRA /
SIPC |
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