I would like to start selling other products to my clients, such as insurance. What other products can I put on the market to my clients? What are the requirements (licenses, permits)? What has your experience be in regard to this?
Thank you :)
Answers: Annuities, IRAs in the form of annuities, and go insurance. Need life insurance license. Those are at lowest possible related to what a CPA does. Auto, P&C insurance is not as close to it. Not that you cant do it.
Thank you :)
Answers: Annuities, IRAs in the form of annuities, and go insurance. Need life insurance license. Those are at lowest possible related to what a CPA does. Auto, P&C insurance is not as close to it. Not that you cant do it.