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Changes in Rhode Island laws and regulations have opened a very significant income possibility for Certified Public Accountants. Appropriately licensed CPAs can now offer insurance and securities products to clients in our state. More importantly, you can profit from the placement of these products in a number of ways.
Very few CPAs are taking advantage of this opportunity due to a variety of reasons:
· Feelings that they may lose objectivity by recommending specific insurance and/or security products*
· Confusion about products or disclosure and licensing procedures
· Lack of on-site sales support
· Inadequate training and education
· Underestimating the income potential
· Concern about Compliance Rule 503 of the AICPA Ethic’s Code of Professional Conduct.
Oceanstate Financial Services is in a position to assist you. We have the experience and ability to help individuals address and overcome the issues mentioned.
We are prepared to provide you and your firm with:
· A marketing based approach to this venture
· Quality Products
· Access to a broker dealer (following proper licensing)
· Education and training
· Assistance with compliance issues
· Sales support
· Two distinct sales structures
all while allowing you to maintain your objectivity.
While the CPA firm and Oceanstate Financial Services work to provide clients with the best services possible, each firm is independently responsible for the services offered and are separate entities.
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