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America's Favorite Insurance and Tax

Franchise

With over 25 years of combined experience and currently five company owned agencies in addition to our franchise opportunity, America’s Favorite Insurance and Tax, enters the franchise industry with a solid, proven business model to maximize growth and success. We deliver expert advice on property and casualty insurance products and tax preparations services. Having developed strong relationships with major regional and national insurance companies, we're able to offer affordable and quality products to our clients. We focus on positioning your retail agency as a multi-service storefront that provides value to low-income to mid-market customers. Our ability to offer lead generating services to get your phone ringing and email dinging from day one, sets us a part from others. We are committed to your success.

Facts & Figures

Liquid capital required
$50,000
Investment
$50,001 - $100,000
Franchise fee
$25,000
Royalty
20.0%
Units in operation
6
Franchising Since
2019

Own an America's Favorite Insurance and Tax Franchise - Questions & Answers

What is it?

  • Provide expert advice on property and casualty insurance products and tax preparations services
  • Guide clients to become an independent insurance specialist and/or tax services provider

How does it make money?

  • Charges clients for products and services
  • Provide affordable and quality products to clients
  • Work with major regional and national insurance companies for these services

Who is it for?

  • Entrepreneurs who enjoy helping others
  • Individuals with a keen eye for detail to oversee daily operations

What would you do as a franchisee?

  • Undergo several training sessions to maximise potential for growth
  • Oversee all operational, marketing, site selection, and lead generating services
  • Work with back-end support to help focus on sales, education and support

Overview

Why America's Favorite Insurance & Tax

With over 25 years of combined experience and currently five company owned agencies in addition to our franchise opportunity, America’s Favorite Insurance and Tax, enters the franchise industry with a solid, proven business model to maximize growth and success. We deliver expert advice on property and casualty insurance products and tax preparations services. Having developed strong relationships with major regional and national insurance companies, we're able to offer affordable and quality products to our clients.

We focus on positioning your retail agency as a multi-service storefront that provides value to low-income to mid-market customers. Our ability to offer lead generating services to get your phone ringing and email dinging from day one, sets us a part from others. We are committed to your success.

Our Opportunity

Outstanding support in different and exciting areas:

  • Operational, Marketing, Site Selection, Lead generating services
  • Superior insurance training (classroom and onsite) to maximize your potential for growth
  • Initial Training Held in Desoto, Texas or Pompano, Florida for one week (approximately three weeks before your location opens).

  • Onsite Training Held at the franchise's new location (one week prior to opening) to assist in the commencement of operations.
  • Refresher Training because America's Favorite system offers a multitude of services, franchisees may be required to return to corporate headquarters for additional training programs.
  • Ongoing Training as America’s Favorite will provide continued support with sales, operations, territory management and compliance.
  • Back-end support to help you focus on sales, education and support
  • Territory: 20 thousand in population or 5-mile radius (whichever is reached first).

America's Favorite Tax Benefits

  • We provide professional tax software, free refund transfers, unlimited year-round support for just $65 per accepted return.
  • A 'one-stop-shop’ eliminating fees that many software companies charge
  • Game-changing way to buy tax products, meeting client needs while putting pricing power in your hands
  • Tax Package Includes:
  • All federal 1040 forms & schedules, Over 60 bilingual forms – flip between Spanish & English
  • Electronic Filing of federal and state returns, Free software conversions, Easy Interview Wizard – Quickly Start a Return
  • Federal refund monitor, customer Support, LEADS, Marketing Material & Training
  • Experienced staffed Help Desk - 6 days a week, Monday-Saturday 9 a.m. – 7 p.m.
  • Manual of Process & Procedures for your day to day business – training on it
  • Direct appointments with over 500 carriers

America’s Favorite focuses on providing preferred service to the non-standard market as an established independent agency. Our Ideal candidate has the ability to follow process, broker relationships, loves competition, eager to learn, desire for residual income, able to multi-task, high sense of organization, motivates others, involved in community, wants to make a difference, an Educator and LEADER!


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