Can A Cpa Sell Life Insurance?

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   Jerry Vanderzanden, CLU, ChFC

   Co-Founder, Coastal Financial Partners Group, California

   Anyone who meets their state's requirements to hold a life insurance license and gets appointed with at least one life insurer can sell life insurance. The question becomes: Can one have a practice in accounting while selling life insurance? In many states, the answer is yes. Some states do not permit accounting or legal professionals to be active while also selling life insurance. You can be a CPA, not be active in accounting and sell life insurance.

   Answered on May 4, 2013

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