In most states, CPAs can legally expand their client services to include one or more of the following:

Many experts believe that insurance and annuities products that do not involve equities is a smart place to begin, because it offers the highest and fastest rewards through payment of commissions to CPAs who are insurance licensed. Meanwhile, the risk to clients, and professional liability exposure to CPAs, is relatively low compared to other approaches. We can help you understand and meet state insurance licensing and continuing education requirements. We also can help you evaluate your client book for opportunities, make presentations, process business, and close complex cases. Meanwhile, your clients will look to your firm for solutions they now must seek elsewhere, from less trusted sources. Your client relationships will grow even stronger. Once these services are "up and running," you then may wish to expand into other financial products and wealth management solutions. Again, we can help in accordance with your firm's client profiles and growth objectives.