Question:

Anyone accountants or CPA's selling diverse products to their clients?

by  |  earlier

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I would like to start selling other products to my clients, such as insurance. What other products can I sell to my clients? What are the requirements (licenses, permits)? What has your experience been in regards to this?

Thank you :)

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  1. Annuities, IRAs in the form of annuities, and life insurance. Need life insurance license. Those are at least related to what a CPA does. Auto, P&C insurance is not as close to it. Not that you cant do it.

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