
About Elite Resource Team
Elite Resource Team (ERT) specializes in helping financial advisors and accountants build profitable, long-term partnerships that enhance client service and drive business growth for both firms. Through comprehensive training, technology, and access to a Virtual Family Office of 75+ specialists, Elite Resource Team provides the resources and support advisors need to collaborate effectively with accountants.
This Team-Based Model approach enables advisors to offer holistic financial planning, generate new revenue opportunities, and streamline their operations. With a commitment to innovation, education, and community, Elite Resource Team empowers advisors to grow their firms, improve client outcomes, and achieve sustainable success.
Why ERT Members Should Work With Assurance Ally
Earn 10% More & Unlock More Profitability
Assurance Ally’s partnership with Elite Resource Team (ERT) provides advisors and agents like you an instant competitive edge. Earn an extra 10% on life insurance commissions when working with ERT Virtual Family Office specialists, making your business more profitable from day one.
Get Your ERT Membership Paid For
With your Assurance Ally association, your hard work is rewarded. Achieve production levels, and we’ll pay for your membership in ERT’s Catalyst, Accelerator, or Fusion Mastermind programs. This benefit can significantly boost your professional growth without additional costs, helping you deliver exceptional value to your clients.
Simplify Your Business with Robust Support
With Assurance Ally, you’ll benefit from a streamlined experience. Our 1:1 relationship model and deep expertise in insurance and annuities ensure your clients receive the best solutions while reducing your administrative burden. Plus, our marketing bonus program helps cover your business expenses, creating more room for success.
Take the Next Step
Partner with Assurance Ally, get your ERT membership paid for and earn 10% more!
