My Practice

Download Scott Lingrell's Profile

Located in Lawrenceville, NJ, my firm has been helping clients in the NJ and PA areas.  I am able to help focus efforts by working with my client's tax advisor or legal professional to provide a fully coordinated analysis.

Scott's team concentrates on:

• Business Benefits 
• Estate Conservation Strategies* 
• Life Insurance     
• Disability Income Insurance 
• Retirement Funding Strategies* 
• Long Term Care Insurance  
• Mutual Funds 
• Annuities 
• Education Funding Strategies* 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. 

 

 

 

 

 

 

  

Print PreviewCPA Alliance

 

At MetLife, our professionals provide the support you need to develop and implement your financial services practice. With our expertise in investment and insurance strategies, you will be able to offer your clients a comprehensive needs-based approach to their financial situation.

Once licensed, you will also have access to a wide range of financial products for individual wealth accumulation strategies, wealth preservation and small business needs—all while allowing you to maintain your objectivity.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print Preview Support

 

As a member of the CPA Alliance, you will receive a full range of support, at the local and national level, to help you successfully offer investment and insurance products to your clients.

Compliance--Through local firm meetings and web-based seminars.

Training--Through local programs, regional advanced sales seminars, and web broadcasts, some of which provide continuing education credits.

Marketing--Through our local firms’ marketing director, including database marketing and contact management capabilities.

Information--Through our intranet and specialized publications such as "Legal & Tax Trends."

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Print PreviewExpertise

 

MetLife's CPA Alliance Program is much more than a toll-free number.

Teamwork--By developing a relationship with one of our local financial representatives, you can minimize the time taken from your accounting practice in order to offer your clients additional financial products. You make the decision about how involved you want to be on a case-by-case basis.

Knowledge--In addition, each of our local firms is staffed with experienced teams of professionals in the areas of marketing, investments, employee benefits, business continuation, and estate planning, to name a few.

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Print PreviewObjectivity

 

When forming a relationship with a financial services company, you may be concerned about the perception of losing your objectivity.

Diversity-- MetLife's CPA Alliance Program® helps assure your objectivity by offering you access to over 50 companies and more than 135 mutual fund families, in addition to Metlife’s own portfolio of highly competitive life insurance, disability insurance, and annuity products.

Process--We take a comprehensive needs-based approach in working with clients, with industry-standard analytical tools and software.

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