Alliance Program

Because 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.

Learn More

Learn 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.

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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