Page 10 - Insurance Agents BUILDING YOUR BOOK OF BUSINESS BY ADDING TAX PREPARATION

"trust the model..it worked

for me, it can for you!"

"I am a veteran insurance agent and investment adviser

representative with over 18 years’ experience in the trenches:
locating, cultivating, and selling prospects. Prior to that, I was

an officer/vice-president of a Fortune 500 retailer. I managed

merchandising, marketing, and advertising. In the insurance

business, I have tried all the lead generating methods including

direct mail, seminars, internet leads, appointment setting, and
more. I might have even invented a few. But, I can tell you now,

I have yet to find a more cost-effective, efficient, and successful

prospecting tool than tax preparation. The prospects pay you to

prospect for them. It can be a profit center, opportunity magnet,

or both. I do not know why any independent insurance agent or
financial professional would not add tax prep services to their

existing business. Through VTax, it very easy to enter the tax

prep business." - Christian Alcala