{"id":78660,"date":"2020-08-24t12:00:34","date_gmt":"2020-08-24t16:00:34","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=78660"},"modified":"2020-08-31t21:10:18","modified_gmt":"2020-09-01t01:10:18","slug":"life-insurance-as-part-of-wealth-management","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/","title":{"rendered":"life insurance as part of wealth management"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-38421\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-590x397.jpg\" alt=\"businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present\" width=\"424\" height=\"286\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-590x397.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-290x195.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-190x128.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>it\u2019s not glamorous, but it\u2019s important.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by anthony glomski and russ alan prince<\/span><\/i><br \/>\n<a href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\"><i><span style=\"font-weight: 400;\">your $5-million high-net-worth practice<\/span><\/i><\/a><\/p>\n<p>a percentage of accounting firms have chosen to be compensated by delivering financial products <span style=\"font-weight: 400;\">\u2013<\/span> specifically investment management and life insurance. these firms see wealth management as a way to deliver greater value to clients. there are also solid business reasons for the decision, such as the profitability of wealth management practices, including the potential for consistent revenues.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2020\/08\/17\/mistresses-mister-esses-and-accountants\/\">mistresses, mister-esses and accountants<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/12\/boom-seen-for-tax-specialists-serving-the-super-rich\/\">the coming boom in tax services for the super-rich<\/a> | <a href=\"\/\/www.g005e.com\/2020\/07\/21\/thriving-during-the-covid-19-crisis-and-beyond\/\">the seven simple steps to thrive in the covid crisis<\/a> | <a href=\"\/\/www.g005e.com\/2020\/07\/14\/the-three-new-business-models-delivering-significant-profits-for-accounting-firms\/\">the three new business models delivering significant profits for accounting firms<\/a> |<br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>the best wealth management practices <span style=\"font-weight: 400;\">\u2013<\/span> anywhere <span style=\"font-weight: 400;\">\u2013<\/span> tend to be all about developing a deep understanding of their clients\u2019 goals and concerns. with these insights, wealth managers evaluate how they can use the range of financial strategies and products to help their clients\u2019 achieve their agendas.<br \/>\n <a href=\"\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/#more-78660\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2020%2f08%2f24%2flife-insurance-as-part-of-wealth-management%2f&amp;t=life+insurance+as+part+of+wealth+management'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2020%2f08%2f24%2flife-insurance-as-part-of-wealth-management%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20life%20insurance%20as%20part%20of%20wealth%20management&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/\" title=\"email this: life insurance as part of wealth management \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-38421\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-590x397.jpg\" alt=\"businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present\" width=\"424\" height=\"286\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-590x397.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-290x195.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889-190x128.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/12\/threepeoplemeeting_dollarphotoclub_57019889.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>it\u2019s not glamorous, but it\u2019s important.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by anthony glomski and russ alan prince<\/span><\/i><br \/>\n<a href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/26\"><i><span style=\"font-weight: 400;\">your $5-million high-net-worth practice<\/span><\/i><\/a><\/p>\n<p>a percentage of accounting firms have chosen to be compensated by delivering financial products <span style=\"font-weight: 400;\">\u2013<\/span> specifically investment management and life insurance. these firms see wealth management as a way to deliver greater value to clients. there are also solid business reasons for the decision, such as the profitability of wealth management practices, including the potential for consistent revenues.<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2020\/08\/17\/mistresses-mister-esses-and-accountants\/\">mistresses, mister-esses and accountants<\/a> | <a href=\"\/\/www.g005e.com\/2020\/08\/12\/boom-seen-for-tax-specialists-serving-the-super-rich\/\">the coming boom in tax services for the super-rich<\/a> | <a href=\"\/\/www.g005e.com\/2020\/07\/21\/thriving-during-the-covid-19-crisis-and-beyond\/\">the seven simple steps to thrive in the covid crisis<\/a> | <a href=\"\/\/www.g005e.com\/2020\/07\/14\/the-three-new-business-models-delivering-significant-profits-for-accounting-firms\/\">the three new business models delivering significant profits for accounting firms<\/a> |<br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>the best wealth management practices <span style=\"font-weight: 400;\">\u2013<\/span> anywhere <span style=\"font-weight: 400;\">\u2013<\/span> tend to be all about developing a deep understanding of their clients\u2019 goals and concerns. with these insights, wealth managers evaluate how they can use the range of financial strategies and products to help their clients\u2019 achieve their agendas.<br \/>\n <a href=\"\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/#more-78660\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2020%2f08%2f24%2flife-insurance-as-part-of-wealth-management%2f&amp;t=life+insurance+as+part+of+wealth+management'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2020%2f08%2f24%2flife-insurance-as-part-of-wealth-management%2f&amp;title=life+insurance+as+part+of+wealth+management&amp;summary=it%e2%80%99s+not+glamorous%2c+but+it%e2%80%99s+important.%0d%0a%0d%0aby+anthony+glomski+and+russ+alan+prince%0d%0ayour+%245-million+high-net-worth+practice%0d%0a%0d%0aa+percentage+of+accounting+firms+have+chosen+to+be+compensated+by+delivering+financial+products+%e2%80%93+specifically+investment+management+and+life+insurance.+these+firms+see+wealth+management+'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  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class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20life%20insurance%20as%20part%20of%20wealth%20management&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2020\/08\/24\/life-insurance-as-part-of-wealth-management\/\" title=\"email this: life insurance as part of wealth management \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3562,"featured_media":78499,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,3139],"tags":[],"class_list":["post-78660","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - 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