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For accounting firms:

Complete insurance services for CPA firms of all sizes.

Both your staff and your clients can receive top-of-the-line insurance consulting and brokerage services from an industry leader.

A virtual insurance department for agencies and firms with clients who need life, disability, long-term care insurance, and fixed annuities.

You can provide additional financial products to your clients, and generate significant passive commission and override income, without increasing overhead or deviating from your core product or service.

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