Re: CPA new to insurance -- Insurance Forum

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Date Posted: Wed, June 05 2002, 20:19:43
Author: Brent D. Gardner, ChFC
Subject: Re: CPA new to insurance
In reply to: Matthew Hinkle 's message, "CPA new to insurance" on Wed, June 05 2002, 10:35:01

>I am a CPA in a small tax practice. I am licensed as
>a life insurance agent and have the Series 6 and 63.
>I am wondering if you have any strategies that I could
>use to develop a business involving both the cpa
>skills and the insurance and registered rep skills.
>
>Thanks

Matthew,

If you do tax preparation, you have a lot of the facts gathered already to determine how you might help someone. I know a planner in Wichita who marketed tax prep to med students, and ended up with a massive number of students taking advantage of his $40 plain vanilla deal using Turbo Tax.

The upside was he gathered a LOT of assets and wrote a lot of insurance this way.

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Replies:

Re: CPA new to insurance -- Allan Boress, CPA, CFE, Tue, June 11 2002, 16:39:47
- Re: CPA new to insurance -- Brent D. Gardner, ChFC, Tue, June 11 2002, 16:42:29