Buckhead Business Show - Liberty National Life Insurance and CPA Allies

​Jeff Morris​
Company: CPA Allies

Guest BIO:
Jeff is an active member of the Atlanta and Cobb communities. He is a member of the Georgia Society of CPAs and the Atlanta Chapter National Association of Black Accountants (NABA), where he served two terms as President from 2015-2017. He is a mentor with the Marietta Mentoring for Leadership Program and an Ambassador for the Cobb County Chamber of Commerce. He also provides educational workshops to local colleges, universities, and industry groups.

Prior to entering the financial services industry in 2008, he had a successful career at The Ritz Carlton, Automatic Data Processing (ADP) and then as an entrepreneur in the food and beverage industry. These experiences gave him a passion for providing exemplary service and helped him recognize the importance of being attentive to client’s needs. He is a graduate of Johnson & Wales University and holds a Series 6, 63 and 65 securities license along with life, health and variable annuity licenses.

Jeff is married and has lived in Atlanta since 1989. He has two children and stays active with basketball, martial arts and his German Shepherd.

Topics to Discuss:
CPA Allies is an independent, RIA firm, specializing in providing accounting and finance professionals with insurance, investment and planning services. We work with young, mid-career and senior level accountants and CPAs. We also act as trusted, unbiased partners to CPA and accounting firms who provide tax, audit and compliance services to their clients.

We have two approaches:

Working one-on-one with accounting professionals by providing customized financial planning services to meet their specific needs.
Serving as trusted advisors for accounting firms who want to provide their clients with a resource for their insurance, investment, and planning needs.

CPAs and accountants are some of the smartest and most trusted business experts you can have in your professional network. However, many times they need personal assistance making financial decisions that impact all aspects of their life. Accounting firms offer many vital services to their clients but often times lack the expertise of the protection, investment and financial planning that will complete the holistic circle their clients desire.

CPA Allies was created, to serve the needs of the accounting professionals and their clients in an unbiased, transparent and ethical manner. We understand the need to have a relationship with a partner you can trust and feel comfortable working with.

It is no longer acceptable for CPAs to just prepare tax returns and financial statements. The very best clients expect, demand and deserve much more value from their CPA, who must evolve into the most trusted business advisor role. CPA Allies helps you solve the complicated problems for your best individual and business owner clients.

We concentrate our efforts on developing and maintaining the relationship with the accounting community. Our sole interest is in enabling them to address and solve their clients’ issues, only working directly with the clients when that trust is established. This model solves their client retention risk, makes them more valuable to their client and helps them grow their practice organically.

Web Site / Social Media Links:
www.cpaallies.com
FB and Twitter: @cpaallies.com




​Yoly Dale​​


Company:
Liberty National Life Insurance Company

​Topics to Discuss:
Who is Liberty National, What are our products, How do we help businesses and employees, Employees testimonials, New sponsor, Getting our name out there. How businesses can contact me and Liberty National to set up an appointment to review our products. Employer payroll tax savings.
Web Site / Social Media Links:
Employee Testimonials: lnlworksiteadvantage.com

 




​Ericka Bolling

Company: