Who You Are
Trusted advisors in finance, accounting, tax, insurance, and strategy
OUR PROCESS for High-Impact Growth with SRA 831(b) Admin
As a trusted advisor, your clients look to you for smart strategies that protect their business and grow their bottom line. Our proven onboarding process equips you with the insight and tools to confidently introduce 831(b) Plans as a high-impact solution for tax-deferred risk mitigation.
1.
Discovery Consultation
Meet with our team to explore how an SRA partnership aligns with your client base. We identify growth potential and set the foundation for collaboration.
2.
Align on Partnership Terms
We outline support, structure, and possible compensation options. Transparent expectations set the tone for a mutually beneficial relationship.
3.
Finalize the Agreement
Review, sign, and launch. Once both sides sign, we initiate onboarding on our side to bring your partnership to life.
4.
Identify Ideal Clients
You submit high-fit prospects using our secure Partner Portal. We’ll show you how to track their progress every step of the way.
5.
Prospect Consultations
If you’d like, we can join your meetings to deliver subject-matter expertise tailored to each client’s risk profile. You bring the relationship; we bring the strategy.
6.
Application + Onboarding Link Sent
Once interest is confirmed, we move the prospect into action with a personalized application link through our secure platform.
7.
Client Onboarding
After approval, our onboarding team steps in. You stay looped in to reinforce trust while we guide your client through implementation.
8.
Renewal + Growth Review
At the 12-month mark, we conduct a joint review of performance, satisfaction, and second-year opportunities.
Become a Partner
How We Work With Your Client
SRA offers a turnkey solution to business owners ready to build resilience through an 831(b) Plan.