Friday, January 17, 2014

Life Insurance Portfolio Analysis - Usage in the Fiduciary Community

Although more CPAs are in the financial and insurance planning community, it is still somewhat of an anomaly among advisers. As a CPA, Richard describes his audit practice in the fiduciary marketing with other CPAs, trust officers, tax and estate attorneys. Steve discusses Richard's unique practice.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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