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Owned by Teresa
For financial professionals who refuse to treat taxes like a seasonal hustle. We build real, sustainable, tax businesses that thrive beyond April.
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Setterlun Universityโข
4.6k members โข $17/m
1 contribution to Insurance Agents University
Aug '25 โขย
HELLO
Hello everyone. I am Teresa currently living in SW Florida. I have been the owner of a Tax firm for 15 years and licensed insurance agent maybe 8 years. I have honestly not sold insurance at all in maybe 3 years. I am looking to get excited about the insurance industry so that I can strategically cross sell my current book of business from the tax firm.
1 like โข Aug '25
@Joseph Derbecker Thanks, it has always been a part of the plan. I just want to make sure its done right.
0 likes โข Dec '25
Quick update. I have found an agency that I feel a good vibe with and I am slowly starting the process of the blend. Thank you guys for reaching out and assuring me that I am on the right track.
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@teresa-simmons-5964
Owner of TSSFG + Founder of the Tax Pro 365 Community
Helping Tax Pros Grow Beyond April 15
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Active 13d ago
Joined Aug 4, 2025
United States of America
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