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Reply to Tax Office - Need Advice Adding Insurnace to Service     
Old 03-17-2017, 12:24 PM   #1
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Join Date: Mar 2017
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State: bigbluesky is an Insurance Agent from Virginia
Tax Office - Need Advice Adding Insurnace to Service Tax Office - Need Advice Adding Insurnace to Service
Hi, I am a CPA in Virginia. I just opened a small tax office at the beginning of the tax season and I would like to add selling insurances to the service. I would like to be independent agent. I know the first step would be getting L&H, and P&C licenses. Then what is next?

Currently I am thinking about purchasing exam study materials on americaprofessor website. $135 for L&H and annuity, and another $135 for P&C. Is there anywhere else that has cheaper price?

For starter like myself, any tip/advice on where to get training?

Should I join Agency Partnership group like SIAA, Smart Choice, etc? I did look at this option but it appears to be pricey for starters that dont make a lot of sales for the first few years.

My goal is to become fee only agent.
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