What Clients Really Ask Accountants About Annuities
January 7, 2025 by Allison Bell
Accountants can be a good source of referral business for agents and advisors who help clients with life insurance, annuities and other products.
Paul Miller, a certified public accountant, is the managing partner at Miller & Co., a Whitestone, New York-based accounting firm that serves about 3,000 clients. Many of the clients are executives, international business managers and independent professionals.
Wink’s Moore on the Market: Yes, indeed, “securing a fixed annuity with relatively high rates while the market rate lowers is an attractive feature for taxpayers.”
Thanks for the piece on what clients really ask accountants on annuities, Allison Bell at ThinkAdvisor. -sjm
Originally Posted at Think Advisor on December 31, 2024 by Allison Bell.
Categories: Industry Articles
