Most insurance agents say they refer, eschew clients tax issues

Tagged Under : Agents Say, Insurance Agents, Insurance Agents Say, Tax

The majority of insurance agents say they refer their clients seeking tax services to an accountant or certified public accountant, according to the latest IFAwebnews.com poll.

Exactly 71% of participants in the latest poll said they refer tax issues and tax preparation to an expert.

Another 22% do not discuss any tax issues with their clients, while the remaining 7% said they handle the issues themselves, according to the poll.

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