One of your main goals, as an insurance agent/salesperson, is to expand your gross premium dollars by selling multiple policies to the same family.  In addition, many of the top insurance agencies nationally, offer a portfolio of services, as a way, to help build a strong personal brand and bond with their clients.  Other than the typical insurance products, many of these premiere agents offer quarterly/annual insurance reviews, financial planning, and estate planning.

These additional services provide a gateway for the agent to further intertwine their agency with the families they insure.  The purpose of the additional services is to strengthen retention, gain referrals, and expand revenue for your agency.

By adding the services of Tax Preparation and Refund Fulfillment, you are creating additional value for your clients and, thus becoming more of a partner for your clients than just someone they pay their insurance premiums to.