Re: CPA new to insurance -- Insurance Forum

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Date Posted: Tue, June 11 2002, 16:39:47
Author: Allan Boress, CPA, CFE
Subject: Re: CPA new to insurance
In reply to: Brent D. Gardner, ChFC 's message, "Re: CPA new to insurance" on Wed, June 05 2002, 20:19:43

Go to MoneyConcepts.com. Give Dennis Walsh a call and tell him you were referred by Allan Boress. They have the only program I have seen for sole practitioners or small firms that can work in the FS biz. Doing FS by yourself is a mistake. They have a great program (know people in it). Too much money to be lost or made by trying to figure out this business yourself. Good luck and God bless! Allan Boress, CPA, CFE. Check out my new book, Mastering the Art of Marketing Professional Services published by the AICPA last week on cpa2biz.com

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Re: CPA new to insurance -- Brent D. Gardner, ChFC, Tue, June 11 2002, 16:42:29