 |
Alliances
April 29, 1999: New York State Society of CPAs
approves commissions from non-attest clients…
With this
recent amendment, insurance services can now be a rewarding
addition to your practice. If you're looking into building a
commission-based operation within your firm, Stern Slavutin-2 can
help.
We're now seeking alliances with accounting professionals
intent on providing their clients the highest quality and widest
scope of service. A joint venture with Stern Slavutin means: (1)
assistance with licensing, (2) training, (3) joint meetings with
clients, (4) policy review and document review, and (5) access to
a vast array of insurance products through a sophisticated
brokerage network.
Of even greater benefit, an association with Stern Slavutin-2
ensures your clients get professional, reliable service on such matters
as:
- Using life insurance in a profit sharing plan
- Tax issues related to life insurance and charitable
gifts
- Split dollar life insurance
- Tax considerations when making gifts of real estate
To round out the partnership, Stern Slavutin-2 provides
the finest "start-to-finish" support services:
| |
Proposals
& Illustrations |
 |
Your client will have hundreds
of product options from over 50 insurers available through
Stern Slavutin's extensive broker network. Making the
product options comprehensible - and providing fair and
accurate comparisons - is made easy with the illustrations
prepared for you by senior staff member, Margi Bujan,
Director of Field Marketing. |
| |
Underwriting |
 |
Each client's application for
insurance will be carefully guided through the underwriting
process. We ensure correct completion of the application
forms, schedule physical exams, request attending physician
statements, and maintain continuous contact with the
insurer's underwriters. Throughout the process, we keep
clients and their advisors abreast of the underwriting
progress. A veteran underwriting coordinator, Maritza Tse,
Director of Underwriting, has handled our most complicated
cases for 15 years. |
The
addition of insurance counseling to your practice brings a new
dimension of service to your clients, and offers you the
opportunity for increased client engagements. To explore the
potential in more depth, contact Lee Slavutin.
Stern Slavutin - 2 Inc. is not engaged in
rendering legal or accounting services. If legal or accounting
advice is required, the services of a lawyer or accountant should
be sought. | |
