Saturday, January 18, 2014

Managing Risk

Reviewing policies has generally been performed by insurance professionals. But as CPAs enter the financial services marketplace, more CPAs are performing policy audits for their clients as dispassionate third-party product reviewers. Steve and Richard address reviewing your existing insurance policies for opportunities to save money as well as discover any risk exposure that may be present.

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About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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