Insurance Outsourcing Service Pumps Cash into CPA Firms


NEWTON, MA – Feb. 7 (SEND2PRESS NEWSWIRE) — Today The Financial Resource Group announced ‘Integrated Insurance Planning(TM),’ a service that helps CPA firms profit from insurance recommendations. ‘Many firms are moving into insurance, but few are making much money at it,” says Barry Goldwater, Principal of The Financial Resource Group (FRG). ‘We aim to change that; why should insurance advice be a loss leader?’ Goldwater asks. ‘We see firms outsourcing their insurance business, throwing sizable revenue to outside advisors and possibly to the competition. We have created a way for firms to monetize this revenue in-house.’