Know who you are dealing with, and know what you are dealing with. The Massachusetts Division of Insurance issued a license to me to act as an Individual Broker. Included in this variety of life insurance coverage are universal life, split-dollar life and fixed and variable annuities. Coverage will be placed through a major insurance carrier. Let's discuss your life, health or disability insurance needs and let me offer a quote for your next policy.
Many accountants view their goal as minimizing their clients' taxes.
I like to see my clients pay more taxes - because their earnings and profits are increasing dramatically. I can make a major difference in achieving those profits. Talk to me and find out more. Your lawyer is certified. If your accountant isn't a CPA, it's time to seek professional help.