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Buying insurance – either life insurance or disability insurance – from a regular insurance agent may be risky. You see, more often than not when the traditional life insurance agent presents their products the only thing they will take into account is your current employment earnings. “So”, Mr. or Mrs. Customer, “because you earn X amount of income annually you should have Y amount of insurance coverage.” While your employment income must be one factor in determining how much insurance coverage you might need, very often is it shouldn’t be the ONLY factor. Other factors may include investment income, business income, child support income, and alimony, just to name a few . Your insurance coverage needs should take into account your ENTIRE financial picture, not just your employment income. So where can you turn to for this comprehensive evaluation? For a fact a CFP can be in a position to do this total financial review and lay out for you about recommended levels of insurance coverages. But with a fee-basis certified financial planner, this might be overkill and, cost-wise, impractical for many people. So where can you find this kind of comprehensive evaluation? One place you perhaps might not have thought about is a CPA. It’s true that most people think of their CPA in light of taxes but that person is in a unique position to know and understand the breadth and depth of your individual monetary picture. And increasingly CPA practices are coming to understand the benefit they can offer their clients through offering insurance , that being capable of offering recommendations on the specific products and amounts of coverage based on the client’s actual situation and not just based the agent’s need to sell something. You are invited to call us at the phone on your screen if you would like a complete insurance review based on your total financial situation. Even if you have used another CPA or tax preparation service we can in most cases give you an accurate recommendation from reviewing your past tax filings. So call us right now and let’s look at your insurance coverages – what you have right now and what, if anything, you might need to add to your insurance portfolio.