TAX MANAGEMENT AND CONSULTING SERVICES FOR FINANCIAL AND INSURANCE PROFESSIONALS.
We believe so strongly in our unique marketing program for financial professionals that we now have a “MONEY BACK GUARANTEE” program.
All you need to do is:
- Subscribe to our service,
- Attend our free training sessions,
- Follow our Marketing and Action Plan to Success.
If you follow our action plan and marketing guidelines and do not earn your subscription investment back, we will refund your subscription fee. For those who want to give it another try, we will offer you a free one year subscription.
- Subscription must be paid in full.
- Refund will be prorated based on performance.
- Working Timeline: 12 months from payment date.
- Required certified training must be completed. To include:
- YouTube videos
- We will schedule training in each of the following months:
- Oct., Nov., Dec. 2016 and Jan. 2017.
- Follow our action plan to success / quick start program.
- Includes an action plan to reach out to clients.
- Advertise a min. of 26 weeks during the year in a local publication.
- 12 ads must run during tax season, Jan.1-April 15, 2017.
- All ads must be preapproved.
You will receive a separate form with instructions on how to claim your money back guarantee once payment is made in full.