Benefit to You & Your Clients BASE® Business Partner

Tax Professional

As a tax professional, you are considered to be an expert in your field. Not only are you considered experienced, but ethical when it comes to meeting the industry standard for integrity. The weight of knowledge is continually mounting considering the U.S. has the most complex tax code in the world.
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Make BASE® Part Of Client's Financial Strategy BASE® Business Partner

Financial Services

As someone in the financial services industry, your clients rely on you to help them achieve financial goals. Your commitment to deliver solutions to meet those goals is what preserves your client relationships. Whether you work with the self-employed or business owners with multiple employees, BASE® can help your clients find additional dollars to spend on the products you offer.
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Making BASE® a Part of Your Benefit Strategy BASE® Business Partner

Employee Benefit Providers

With many business owners citing the ACA as a top concern, take an active role in providing personalized guidance to address this fear with the help of BASE®. Whether you work with the self-employed or business owners with multiple employees, it is always good to annually review employee benefit plan strategies.
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Quality Continuing Education at an Affordable Price. BASE® WebCE & CPE


BASE® has partnered with WebCE, a leading nationwide provider of self-study Continuing Education for insurance, financial planning, and tax professionals, to provide you with state-approved CE & CPE courses to satisfy your CE requirements online!
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