Retirement Tax Services Podcast
Business:Investing
Taxes and Content Creation with Broc Buckles & Peter Ciravolo, Ep. 120
Purchasing insurance was once a rigid and unpleasant experience, usually including meeting with an agent and being sold to for the next hour without a clear understanding of what's really needed. But now, in an effort to better serve informed consumers and differentiate their businesses, insurance brokerages are choosing to shift to a customer-centric model, which is becoming more important in order to keep customers happy. So, in this episode, Broc Buckles and Peter Ciravolo from BC Brokerage will be joining the show to share how the insurance industry is changing, how insurance overlaps with taxes, and why your practice should always have your clients’ interest first.
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