Today, being a financial professional or advisor entails a lot of responsibilities. Days can be lengthy and complicated, with tasks such as generating new customer leads, giving product suggestions, and follow ups. At EIM, we offer turnkey solutions and assistance to our agents and advisors in order to help them boost their productivity. We work as an extension of your practice, allowing you to delegate various time-consuming tasks so you can focus on your clients.

In the independent market, owners of Insurance Marketing Organizations have extremely specific demands for assisting their downlines. EIM is dedicated to assisting IMO in providing value to your agents through agent contracting process, unique product access, turnkey marketing campaigns, and back-office support. We're here to work with you and your affiliates to meet their production and premium targets.

Increase the value you provide to your clients beyond tax guidance. Tax professionals can use EIM to provide complete wealth management, tax solutions, and financial planning services to their clients while also growing their businesses. We understand your specific demands and prospects since we're also tax experts.

Fact: Over the course of five years, tax professionals and CPAs that add Financial Services to their firm generate an average of $1.7 million in revenue and $670,000 in profits. Start your partnership with EIM and begin providing end-to-end, tax-focused financial services to serve better, satisfy and retain your clients, as well as generate referrals and increase income.