Latest / Tax Rep Network with Eric Green
Your Clients Aren’t Planning For This. Are You Asking? With Rick Wells And Doug D’Andrea
Your clients trust you with their taxes—but who is asking them the questions that could protect their family, their business, and their financial future?
In this episode, Eric Green sits down with financial advisors Rick Wells and Doug D’Andrea to discuss the planning conversations every tax professional should be having with clients. From life and disability insurance to retirement planning, buy-sell agreements, long-term care, and estate planning, these are issues clients often overlook until it’s too late.
They also explore why these conversations represent a major opportunity for tax…
The skinny
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