USA Tax Unveils the EliteRIA Producer System

USA Tax&Insurance Services (USA Tax) rolled out a system to help advisers sell managed portfolios and acquire assets under management, the company said.

The EliteRIA Producer System is a division focused on providing qualified, independent investment adviser representatives (IARs) and registered investment advisers (RIAs) with proven processes for selling managed portfolios and acquiring assets under management, according to a news release. “This unique wealth management business system teaches producers how to become more comprehensive retirement advisers for even the most affluent individuals in their communities,” said Stephen Hand, CEO of USA Tax.

The system is a turnkey business model that provides a “complete roadmap” for marketing and selling managed portfolios and other insurance and financial products, USA Tax said. The system includes a seminar program and a start to finish process that guides producers all the way from meeting prospects to providing ongoing service.

A Producer Orientation includes an overnight, all-expense-paid trip to Tampa, Florida, to view the operation and meet its developers, according to the release.

For more information, IRAs and RIAs can visit or call 866.646.3677.