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How We Work With CPA Firms




Your ongoing relationship with your clients is the lifeblood of your business. With the changes in the estate tax laws now is the time for you to engage your clients in a full review of their life insurance as part of an expanded business model. You have another service to offer to clients, and we are here to support you.

Your clients’ best interests will be the focus of the work we do for you. Whether we are maximizing the value of an existing policy or negotiating the purchase of new life insurance coverage we will strive to maximize the value of life insurance for your client and their beneficiaries.

You can share in the work we do by offering new and needed services for your clients. Start by contacting us with any questions or concerns about life insurance. We encourage you to look to us as your extended experts. We look forward to helping you.