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...

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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...

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Finding qualified leads isn’t always easy - and there's the cost, which includes valuable time that could be better spent with your clients. Brightbox Expand is an innovative, lead generation platform you can leverage to generate the qualified leads you need while creating an alternative stream...