ncinsuranceagent
New Member
Relatively new... Captive Agent doing p&c, life, and mut funds.
Regarding life insurance, anyone have any tips on establishing good relationships with accountants?
I had an acquaintance who had someone walk in the door asking for a a paid up life policy based in an accountants recommendation. A mid six figure premium.
I am guessing some accountants believe in in the power of whole life , while some probably do not. Nevertheless, would love a way to establish telationships with CPAs as a referral source. Dont seem to find many in BNI or similar types.
Cold callthem? Preapproach letters? Any ideas?
thanks all.
Regarding life insurance, anyone have any tips on establishing good relationships with accountants?
I had an acquaintance who had someone walk in the door asking for a a paid up life policy based in an accountants recommendation. A mid six figure premium.
I am guessing some accountants believe in in the power of whole life , while some probably do not. Nevertheless, would love a way to establish telationships with CPAs as a referral source. Dont seem to find many in BNI or similar types.
Cold callthem? Preapproach letters? Any ideas?
thanks all.