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The insurer offers to handle the marketing as part of the deal. I would ask if your privacy has been compromised. The firm may have refused and do their own mailouts.

I looking into the merits for clients and I'm not convinced. Basically the insurance is a policy taken out by the accounting firm. The clients pay the premium and are covered by that policy. In the event of a claims event the FIRM IS PAID its fees to do your extra work. Its covers all...