Tax Professionals Strategic Alliance. Times are changing…  Many tax preparation professionals have experienced a decline in sales (and profit) in the.

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Presentation transcript:

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…

Technology changes everything…

Alternatives…

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.

 Independent Marketing Company  Strategic Alliances  Retirement  Term Insurance  Annuities  Index Universal Life (IUL)

Our market…

What would this type of part-time income mean to your agency? 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.* Where else can your agency make this kind of money part-time? Revolutionary Compensation…

14 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. RMD Associate Base Shop Income $14,304/mo. Revolutionary Compensation…

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?

The reality…

2 options…

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

Interested in learning more?