As accountants, you are often the most trusted financial professionals in your clients’ lives. They turn to you for strategic guidance—not just on tax or compliance, but on how to protect their income, assets, and families. Partnering with a specialist life insurance firm like
Surety Advisers allows you to extend your value proposition while creating a new revenue stream—without the need to become an insurance expert yourself.
At Surety Advisers, we offer two flexible partnership models tailored for accounting firms: a Simple Referral Agreement and a Joint Venture with Shared Equity. Here’s how each model works and the benefits they bring to you and your clients.
1. Simple Referral Agreement – Easy and Risk-Free
This model is ideal for accountants who want to introduce clients to a trusted life insurance adviser without taking on additional compliance or business risk.
How it works:
- You refer clients to Surety Advisers using a secure, compliant referral process.
- We handle the insurance advice, implementation, and client service.
- You receive a referral commission or fee for each successful engagement.
Benefits:
- Zero compliance burden: You don’t need to be licensed or provide advice.
- New revenue stream: Generate ongoing commissions with minimal effort.
- Strengthen client relationships: Help clients access quality life insurance advice from specialists.
- Trusted partnership: Surety Advisers keeps you informed and involved, so your client relationships stay strong.
2. Joint Venture with Shared Equity – Build a Long-Term Asset
For accounting firms ready to take a more strategic step, we offer a Joint Venture (JV) model, where both your firm and Surety Advisers co-own a life insurance advisory business.
How it works:
- You and Surety Advisers create a jointly owned entity.
- Surety provides the AFSL license, compliance framework, and insurance advice capability.
- Your firm refers clients and can also play a strategic role in brand and business development.
- Both parties share in the profits and long-term equity growth of the business.
Benefits:
- Long-term asset creation: You build a valuable business that can grow and scale.
- Deeper integration with clients: Position your firm as a full-service financial partner.
- Control and transparency: Greater input into branding, strategy, and service quality.
- Attractive succession and exit value: Your share of the JV can be sold or passed on as part of your business exit strategy.
Why Surety Advisers?
With over 20 years of experience, Surety Advisers specialises in life insurance advice tailored to business owners, professionals, and families. We understand the high-trust relationship between accountants and their clients and work to enhance that trust—not replace it.
Our systems are secure, our compliance is robust, and our advisers are experienced in working alongside accounting professionals to deliver exceptional outcomes.
Final Thoughts
Whether you choose the referral model or a joint venture, partnering with Surety Advisers allows you to expand your value to clients, diversify your income, and strengthen your brand in a competitive market.
Contact us today to explore how we can tailor a partnership model that fits your firm’s goals.
