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Take Stock of Your Clients' Life Insurance Portfolio: From AICPA Wealth Management Insider

Veralytic (under its original name was featured in the February 15th, 2007 issue of the AICPA Wealth Management Insider – an electronic newsletter reaches a weekly readership exceeding 200,000 CPAs. This AICPA article talks more about the evolution of the life insurance industry from a “manufacturers-rep” business where insurance advisors generally represent some limited number of insurers into a portfolio management business where insurance advisors are truly independent from the insurers and genuinely represent the interest of their clients. Such an evolutionary shift stands to have a significant impact on marketing and sales practices while enhancing results for financial advisors and their clients. To maximize effectiveness within this new environment, advisors are adopting a fresh approach to their practices while tapping into new tools and resources, which are described in the AICPA article.

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