Gail Cavanaugh’s Business Solutions has moved to a new office. The company is now sharing an office with Newport Tax Service, 2 Broadway, Newport, Rhode Island. This strategic move is to create opportunities for the sharing of expertise between the two businesses.
Tax accountants have a need to recommend life and disability insurance products for their estate planning and business continuation clients. They do not have the time to research the products because of their busy schedules and would benefit from forming a partnership with an insurance agent such as me.
Since I offer life insurance products and annuities from six different companies, I would be in a position to offer the products which his client needs.The accountants, in turn, are available to service the needs of my clients who need tax services. We are planning on offering a seminar to local businesses soon and will keep you advised on the plans.