Investing in Advisors Is Top Priority for National Financial Services Organization

Jun 09, 2010, 16:28 ET from USA Tax & Insurance Services, Inc.

PALM HARBOR, Fla., June 9 /PRNewswire/ -- USA Tax & Insurance Services, Inc. ("USA Tax") announced last week that the organization will further enhance commitment to its financial advisors and retirement planners by investing 100% of the cost in providing them with access to TotalSuccess™, an advanced training curriculum specifically developed for their businesses.

USA Tax prides itself on working with proven and experienced professionals.  It became evident that there was a need to educate and challenge these top level producers at a higher level, to provide more value for their businesses.  To that end, in partnership with Cornerstones Management Institute, USA Tax commissioned and developed the TotalSuccess™ program two years ago.  

The curriculum, valued at $8,000 annually per advisor, provides training classes, conference calls and mentoring for advisors and their staff members.  The training focuses on specific areas including being successful business owners (not just sales people), managing staff, supporting advisors effectively, providing top client service, and developing plans to grow businesses for long term success.

Joseph R. Karsner IV, President of USA Tax, shared these comments, "I was personally involved in the development of our TotalSuccess™ program and have witnessed many successes specifically related to the training it provides.  In my 30 years in the industry, I have never witnessed advisor training as in depth as this program.  I am thrilled with its success!"

After evaluating program results, USA Tax determined that advisors who participated experienced a 33% average increase in annual production.  Those production numbers and positive feedback from participants led to the decision for USA Tax to fully invest in the program on an ongoing basis.  TotalSuccess™ is yet another spoke in the wheel of the many valuable services that USA Tax provides for its advisors and their clients.

About USA Tax & Insurance Services, Inc.

USA Tax & Insurance Services, Inc.® is a Financial Services Organization serving the top independent retirement planners and financial advisors in the country.  USA Tax boosts earning performance by connecting an elite team of proven financial professionals with innovative approaches.  The company achieves this by offering an array of products and services, including a proprietary planning model, customized coaching and mentoring, access to stellar insurance and annuity products, a comprehensive investment suite of managed platforms, and complete back office and marketing services support.  Producers affiliated with USA Tax have combined to write more than $5.5 billion in premium and managed money over the last seven years.   Its Investment Advisory Services are offered through American Investment Services, an SEC Registered Investment Advisor.  For more information, visit the company website at

SOURCE USA Tax & Insurance Services, Inc.