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Whitepaper
Build Your Book by Adding Tax Preparation

Learn Tips from Experts:

  • Pros & Cons of Franchising
  • What Questions to Ask
  • How to Find Your Franchise Fit
  • Value of a Support Network

As an insurance agent, you’ve worked hard to build up your book of business. And as you know, the insurance industry is facing many types of challenges ranging from diminishing commissions to increased regulations. This guide will show you why adding tax preparation services to your insurance business can open up a new revenue stream from your existing customers plus the ability to cross-sell to new tax customers.

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