The life insurance audit: The life audit in the fiduciary community Blog added by Steve Savant on January 17, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

My Company

Although more CPAs are in the financial and insurance planning community, it is still somewhat of an anomaly among advisors. As a CPA, Richard describes his audit practice in the fiduciary marketing with other CPAs, trust officers, tax and estate attorneys. Steve discusses Richard's unique practice.

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