There is a good reason why a CPA is considered their clients most Trusted Advisor. Think about the questions they get asked: What will be the capital gain tax if I sell my second home? Should I start taking social security now or wait until later? What is the Net Investment tax I am paying on my investments? Can...

Brightbox Systems is helping life insurance producers and financial advisors build new strategic partnerships with property casualty and health agencies, banks, credit unions, mortgage firms and associations.  It’s also helping those with existing strategic partnerships move beyond the infrequent...

Did you know property casualty agencies typically operate on a 30% close rate? That means it likely takes an agency 10,000 leads to acquire 3,000 clients. That’s 10,000 marketable leads you could access from a single strategic partnership with a property casualty agency. Opportunity in the Property...

With the championship on the line, you want to be sure you’ve got the right combination of plays and the key personnel in the game to provide your team with the best chance to win. You’ve got the ball, with no time-outs left and your team is driving towards the opposition’s end zone with one-shot...