| |
 |
| |
|
| Are you an Attorney, CPA, Property and Casualty Agency,
or Bank?
If so NEPC would love to speak with you. Having the ability
to seamlessly have additional service offerings and the
creation of a larger market outreach is what NEPC will
afford you. Increase your profits without your overhead!
Currently NEPC is looking for alliance opportunities throughout
a few areas of NJ. If there is the right fit the opportunity
is endless. For more information or to see if you are the
right fit for NEPC Passport Program please click below.
|
| |
|
| To speak to a Strategic Alliance
Specialist, Click
Here |
| |
| |
| Passport Program |
| NEPC has created some of the most successful strategic
alliances in the business. They understand the market place and
responded with a “solution for the times.” Through
NEPC’s, Professional Service Group (PSG), have developed
the Passport Program. Originally developed for CPA’s by
a CPA the idea was to assist CPA’s in reaching the next
level of service, far beyond what other firms could offer their
clients. |
| |
|
| |
| Passport
Program |
Here is how The Passport Program for CPA’s
works…
In realizing the strength in which CPAs have with their clients
we help our CPA Alliance become the one stop, one-source financial
professional. By offering the many services the benefits to your
client are tremendous!
The ability to offer Comprehensive Financial Services to
your individuals and business owner clients in the various
stages of their lives or the lives of their business can
only be a win/win for all involved. From support on various
strategies that you would like to implement, all they way
through the thousands of product offering that NEPC-PSG bring
to a CPA firm. NEPC-PSG’s holistic approach and their
vast resources and specialists in every area give your practice
all the confidence that you will need to provide the services
that you desire. There will never be a question unanswered
or a rock unturned for they always will have your clients
best interest in hand.
|
| |
| The Benefits of working with one of the largest
individually owned and operated Financial Services Firms in NJ
as a partner.
1. The system is already in place
2. Resources are large
3. Ease of implementation
4. An immediate profit center
5. Greatly reduced learning curve
6. Increased professional image
7. More offerings increases client satisfaction
|
| |
|
| |
| Strategic
Alliances for Non-Profits |
| NEPC is the planned giving arm to the March of Dimes
in NJ. Through their relationship with Philanthropy International
they have the ability to not only offer a fantastic career to
those financial professionals looking for a rewarding career
in philanthropy, but also can offer a tremendous opportunity
for small, midsized and even large non-profit organizations that
want to incorporate planned giving into their over all business
plan.
Non Profits have to ask themselves the $100,000 question. “How
does one effectively spend a planned giving budget?”
Usually, 80% on salary and benefits for a planned giving officer
and support staff. 20% on a marketing budget and outreach.
NEPC with the relationships that are in place flip that model
and give you more money to access more money. With a very large
international market in place and a system that is already
developed your non-profit can be up and running quickly.
To find out how your non-profit organization can benefit,
contact us |
| |
| |
|
|
