G. "Tulie" Martinez, Independent Insurance Agent

CPA Team Based Model Consultant

I help CPAs: o Reduce the risks that come from referring clients to third parties and being more proactive; o Provide more value and increase client satisfaction; o Expand their "brain-trust" by working with some of the country's best specialists; o Increasing organic growth by giving clients a story worth sharing with their family and friends. The economic conditions have created serious demands for CPAs to become the "trusted business advisor" for their clients. The majority of CPAs are not able to keep up with the shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.

Mission: To help CPAs: o Reduce the risks that come from referring clients to third parties and being more proactive; o Provide more value and increase client satisfaction; o Expand their "brain-trust" by working with some of the country's best specialists; o Increasing organic growth by giving clients a story worth sharing with their family and friends. The economic conditions have created serious demands for CPAs to become the "trusted business advisor" for their clients. The majority of CPAs are not able to keep up with the shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.

Keeping a Family and a Business Afloat

Keeping a Family and a Business Afloat

If you have a family and a business, this video shows why life insurance is an invaluable way to protect them both.

Keeping a Family and a Business Afloat Brigette Hunter was just 27, and a new mother, when she was widowed. Her husband, Matt, was killed in a car accident. To compound her pain, she had to borrow money from her parents to pay for Matt’s funeral, as he had no life insurance. Just six months later, friends introduced Brigette to Anthony...

Keeping a Dream in Place

Keeping a Dream in Place

If you think you can't afford to keep life insurance coverage, this video shows why you can't afford to NOT have it.

Keeping a Dream in Place Kelly and Ron Franco met while working at a local grocery store, and over time a romance blossomed. Soon after they were married, they sat down with insurance agent Steve Edmondson. He helped them put their long-term dreams into motion by setting up a plan that included permanent life insurance, whi...

Video: Worksite Life overview for business owners

Video: Worksite Life overview for business owners

Why is Employee’s Whole Life Insurance so great? Reason 4: It gives your employees the flexibility to choose what's right for them. Follow the link & learn how it can give your business a boost.

Video: Worksite Life overview for business owners A reflection of the changing economy of the last decade can be found in the evolved attitudes many people have toward insurance.

A Dream Lives On

A Dream Lives On

"Meanwhile, back at the ranch..." See how life insurance kept this family's dream alive during the worst of circumstances.

A Dream Lives On Scott Young liked to dream big. Although he came from humble beginnings, through hard work he turned a one-man enterprise into the largest heating and air conditioning business in the county. That allowed Scott and his wife, Cathy, to fulfill another dream—to build a home in the country and work i...

Employee’s Whole Life at-a-glance

Employee’s Whole Life at-a-glance

Why is Employee’s Whole Life Insurance so great?
Reason 3: It supplements your existing benefits package. Follow the link & learn how it can help boost your business.

Employee’s Whole Life at-a-glance A reflection of the changing economy of the last decade can be found in the evolved attitudes many people have toward insurance.

Still Watching Over Them

Still Watching Over Them

You may never think it will happen to you, but this video shows how quickly life can change...and how important life insurance can be.

Still Watching Over Them It was close to 11 p.m. the December night when boxer Oscar de la Hoya lost his fight to Manny Pacquiao. The Virgens were saying goodbye to their extended family after watching the match together. Still basking in the glow of family and good food, they headed off to their Port Hueneme, Calif., house...

Worksite Life overview

Worksite Life overview

Why is Employee's Whole Life Insurance so great? Reason 2: It counters the rising cost of benefits. Take a look at the short video behind this link & learn how it could help boost your business.

Worksite Life overview Employee’s Whole Life is a life insurance policy you purchase through your employer.

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Location

Category

Telephone

Address


1650 Margaret Street, #302-107
Jacksonville, FL
32204

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
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