Author:Ingraham, H.
Title:What to look for in an insurance professional
Journal:Journal of Accountancy
1995 : MAR, p. 46-48
Index terms:ACCOUNTING
FINANCE
LIFE INSURANCE
Language:eng
Abstract:CPAs often collaborate with insurance professionals to analyze insurance alternatives and develop solutions to personal and business problems, including qualified and nonqualified retirement plans, tax planning, wealth accumulation and estate and business succession planning. In deciding which insurance professionals with whom to work, CPAs must ensure their clients have access to the best possible advice and the best possible products.
SCIMA record nr: 130633
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