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Tax Professionals Strategic Alliance

Tax Professionals Strategic Alliance. Times are changing…. Many tax preparation professionals have experienced a decline in sales (and profit) in the past years. Due to several factors including: Market saturation Supply and demand And more…. The #1 factor driving change….

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Tax Professionals Strategic Alliance

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  1. Tax Professionals Strategic Alliance

  2. Times are changing… • Many tax preparation professionals have experienced a decline in sales (and profit) in the past years. • Due to several factors including: • Market saturation • Supply and demand • And more…

  3. The #1 factor driving change…

  4. Technology changes everything…

  5. Alternatives…

  6. Our opportunity… • Our opportunity is an ideal ‘add-on’. • Our opportunity allows your practice to increase the number of sales (profits) they generate each month without having to increase the number of prospects or clients. • Our opportunity does not compete with, but rather compliments most agency operations. • Our opportunity can DRAMATICALLY increase the profitability of any agency without increasing costs. • Our opportunity provides year-round income.

  7. Independent Marketing Company • Strategic Alliances • Retirement • Term Insurance • Annuities • Index Universal Life (IUL)

  8. Our market…

  9. Revolutionary Compensation… Get started today building your business: Open 1 IUL per month for $200 monthly $ 1,200/mo.* Open 4 IULs per month for $200 monthly $4,800/mo.* What would this type of part-time incomemean to your agency? Where else can your agency make this kind of money part-time?

  10. Base Shop Income $14,304/mo. RMD Associate Associate Associate Associate Associate Revolutionary Compensation… Infinity Builders Plan You become an RMD Leader and build/expand a team: Open 4 IULs a month personally... $6,144/mo. Build 5 Associates who each open 2 IULs a month... $8,160/mo.

  11. Flexibility and Control… • You retain control of all aspects of the business. • You can get involved as much or as little as you want or are able to. • You can be a single office operation or build a large network nationwide. • This evolution will take place regardless, why not position yourself to benefit the most? • Can your practice really afford to turn away a steady stream of monthly income? • If this income was headed your way, when would you want it to begin?

  12. The reality…

  13. 2 options…

  14. In closing • Opportunity for all! • $2,000 to $6,000+ year-round! • Expand your client base! • Bring more value to clients! • Increase over-all success!

  15. Interested in learning more?

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