Do you have enough life insurance? Do you offer Financial Planning in your CPA firm?

CPAs Should Be Offering Financial Planning (do you have enough life insurance)
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Chapters:
0:00 Do you do Financial Planning
1:45 Do you have enough life insurance
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Today’s highlight:

I sat down with the one and only Edward Mendlowitz CPA

Author. Industry Legend.
And most recently, Memoirs of a CPA 📘
(Yes, it’s on Amazon — grab it!)

But more importantly…

This post is a wake-up call 👇

→ CPAs need to be doing more than taxes
→ Financial advisors need to sharpen their value
→ And everyday taxpayers need to ask:

Do I have enough life insurance?

⸻

Ed flipped the script on me

He grilled me like I was the client.

And it hit hard:

✅ I have life insurance
❌ But it’s not enough anymore

Life changed.
Family grew.
Needs expanded.

And $1M of coverage isn’t cutting it.
It’s better than nothing…

But not ideal for proper financial planning.

⸻

This wasn’t just an interview.

It was a masterclass in thinking deeper.

➡️ CPAs — you owe it to your clients to go beyond the numbers

➡️ Advisors — revisit those old policies

➡️ Taxpayers — start asking the right questions

This is just 7 minutes of a 90-minute conversation.
And you better believe I’ll be sharing more golden nuggets from it.

🎥 Go watch it. It might change how you think about your own finances.

#TaxPlanning #LifeInsurance #FinancialPlanning #CPA #TaxStrategy #BrightHillAdvisors #EdMendlowitz #SmallBusinessFinance #WealthBuilding #MemoirsofaCPA

Видео Do you have enough life insurance? Do you offer Financial Planning in your CPA firm? канала Moe Mindick, CPA