The advisor opportunity in tax season

March 12, 2013 by Warren S. Hersch

With tax season now in full swing, you may well be looking for opportunities to convert clients’ and prospects’ heightened awareness of current or potential tax liabilities to solutions that will help them attain their financial goals.

You’re not alone. Many life insurance and financial service professionals, observers tell NUL, generate substantial business from planning opportunities stemming from tax issues. Click here to read…

Originally Posted at LifeHealthPro on March 12, 2013 by Warren S. Hersch.