When you partner with us, you’ll have access to a wide range of resources designed tohelp you serve the evolving needs of your clients.

Advanced Markets Attorneys

The Fortunata Agency CPA Program offers a unique network of support that goes beyond traditional marketing services. As a partner, you’ll have access to our team of Advanced Markets Attorneys. These professionals bring a combination of technical expertise and marketing experience, offering guidance on advanced planning concepts.

They serve as a valuable resource for you and your financial advisor partner, helping to:

• Analyze client needs and identify solutions.
• Develop and present tailored plans.
• Implement strategies.
• Answer technical or tax-related questions.

Our Advanced Marketing Specialists also provide support for case design, training, and technical inquiries on topics such as:

• Premium Financing
• Business Succession Planning
• Estate Planning
• Executive Benefits
• Qualified and Non-Qualified Plans

Competitive Product Portfolio

At Fortunata Agency, we offer a comprehensive range of life insurance, annuities, and investment products. We pioneered the concept of “Living Benefits,” focusing on life insurance as a tool to protect the living while helping individuals, families, and businesses achieve their financial goals.

Technical Support

Unique to our CPA Program, we provide Technical Reference Guides tailored to advanced planning concepts. These guides include:

• Detailed explanations of concepts and their implementation.
• Target markets and applicable use cases.
• Tax law codes and technical details to support your practice.

Whether you’re navigating complex tax planning or exploring new financial strategies, our guides are an invaluable resource.

Education and Development

The knowledgeable CPA will benefit from our long-standing commitment to professional education and training.

CPE Seminars

We offer continuing education seminars focused on advanced planning concepts, allowing you to earn valuable CPE credits while enhancing your expertise. As a NASBA (National Association of State Boards of Accountancy) member, we are among a select group licensed to provide CPE courses on the National Registry of CPE Sponsors.

Online Learning Resource Center

Our Online Learning Resource Center provides a self-paced solution for registered
representatives, enabling you to earn state continuing education and firm element credits
conveniently from any location.

Schools and Training

We take pride in offering a variety of training programs, from new advisor orientations to
advanced marketing seminars. These programs keep you informed on the latest tax and planning developments, ensuring your knowledge remains cutting-edge—all made possible through our partnerships.