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Accountants and CPA Firms

Accountants and CPA Firms

We Have Over 50 Years of experience serving your needs

Growing Your Practice with Financial Services

The TFA Group has been successfully working with accountants & CPA Firms for over 50 Years.  William Feigenbaum rented an Office in the 1970’s from a successful accountant, and this has developed into a specialty niche for our company.  Our focus on the trusted CPA/accountant, and the unique needs of High net worth and business owner clients is paramount.

We provide CPA and accounting firms with independent solutions for their clients.  This will increase your value, and strengthens this vital relationship.  Today’s business owner and high net worth individual wants comprehensive, objective advice.  We offer one-stop services, experienced planning advice and aggressive underwriting solutions.

Funding a buy-sell plan, designing discriminatory key employee retention and benefit plans is our specialty.  There are flexible options for how to use our services so please contact our office to schedule an opportunity to learn more about our complimentary insurance services.

Our Services

The Feigenbaum Agency offers training and administrative services to insurance agents, brokers, financial planners, and marketing partners.

We provide the following services:
  • Training Seminars
  • Proper use of disability insurance within a financial plan
  • Business disability insurance products and proper use within a business continuation plan
  • Policy types and contract provisions
  • Underwriting and issue procedures
  • Understanding and using sales presentations and illustrations
  • Understanding the tax consequences of various DI Products
  • How to market the individual/group combo
  • Administrative Services
  • New business processing and underwriting follow-up
  • Contracting and licensing
  • Policy service relating to in-force business
  • Customized large-case design
  • Cross-selling opportunities
  • Product comparisons

Our Products

The Feigenbaum Agency is dedicated to quality products and competitive choices for you and your clients.

We provide the following products:
  • Alimony
  • Bank Loan
  • Indemnification
  • Blue Collar
  • Business Overhead
  • Disability
  • Buy/Sell Disability
  • CI products
  • Employment Contracts
  • Entertainers
  • Group Benefits
  • Group
  • Supplement/Wrap
  • High Limit Disability
  • High Limit Physician
  • Impaired Risk
  • Individual Disability
  • Individual/Group Combo
  • Key Person Disability
  • LTC products
  • Multi-Life Disability
  • MultiLife GSI Plans
  • Pension Supplement
  • Performance Contracts
  • Professional Athletes
  • Senior Disability
  • Venture Capital