I am a local business person that was calling to find an accountant (local) for a few of my business clients that need this service.
I called to ask a few questions about the types of clients he works with and to see if he’s familiar with structuring life insurance such as key person as a write off.
Let me tell you he is rude! This seems like the type of person that is not willing to listen to you unless it benefits him.
He wouldn’t let me get a word in edge-wise and when I said I was a life insurance agent he ASSumed that I was trying to sell him life insurance which I 100% was not.
But at least I know from the beginning that he is not the type of person that I want to network with.