CPAs are consistently providing financial advice to their clients – from taxes and investments to retirements plans and even estate planning. While they can save their clients money on their taxes – having the experience and guidance of a Life Insruance or Financial Professional would allow them to provide their clients with additional, tax efficient investments.
Taxes not only have a immediate impact on a client’s Live On Assets but also majorly impact their Leave On Assets passed to their children or grandchildren.
It is crucial that CPAs understand how Life Insurance – when treated as an asset class – can help clients leave more for their next generation. Cash-value Life Insurance offers both protection and a tax efficient way to minimize exposure to adverse tax solutions. This would be the perfect solution for many of a CPA’s clients.
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