Why Real Estate Investors & Tax Preparers Partner with PHP Agency, Insurance Industry

Why Real Estate Investors & Tax Preparers Partner with PHP Agency, Insurance Industry

Many real estate agents, mortgage loan officers, real estate investors still feel the affects of the Great Recession. It included the Mortgage Meltdown and Bank Crisis of the late 2000s.

Tax preparers and those helping clients do their taxes have a solid business from January to April 15th. But what about the rest of the year?

Real estate investors have a lot of time, money trapped up in an illiquid asset can quickly find themselves in a financial crunch.

Meet Ed Falls and Joy Bryant who have over $8M in real estate investments, properties and a thriving tax preparation business in Memphis, TN.

Here’s how getting exposed to the insurance industry and the platform of PHP Agency is helping build their business in between real estate closings and tax seasons.

Why have these real estate investors & tax preparers integrated insurance into their business? Check it out!

00:39 Welcoming Ed and Joy onto the show

1:26 Joys Experience in the mortgage and tax industry

4:28 What Entrepreneurship allowed her to do in 8 years

5:30 Ed’s Experience in Real Estate Investing

9:10 How to take advantage of tax money

14:33 How does the Insurance industry help Real Estate agents and Tax Preparers?

15:36 The Typical Real Estate Sales Cycle

19:35 Why Real Estate Agents and Tax prepares should consider a career in the insurance industry