Life Insurance: The Often Missed Opportunity For Wealth Management Accounting Practices

28-Apr-2015 #Globalwealth Source: Forbes

The article points out the that wealth management accounting practices can do very well delivering investment advisory services but many times it has been observed that life insurance  often gets missed out in this. Also it mentions that wealth management practices at accounting firms should focus on three core categories Рdiscretionary money management, retirement plans and life insurance.

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