Tax Conversations Generate Larger Conversations

To the tune of 43% above your competitors!

Even during the pandemic.

Get your free copy of the book that started it all. Read on, refine your tax story, gain a complete sales system and access one of the leading tax digital lead generation campaigns.

Like the philosophy? Ask us about our digital lead including our “secret sauce” that’s booking appointments with qualified prospects who are worthy of your time!

“Success occurs when opportunity meets preparation”

Right now, Americans are hyper-focused on future taxes. Or at least, financially independent consumers are concerned and it’s top-of-mind with them. Those who worry about taxes have something to lose. Aren’t these the ones you also want to meet?


Are you fully leveraging your skills, talents and taking advantage of concerned consumers to help them plan for retirement taxes? The market is ripe and new opportunities are waiting for you … outside of your book of business.


Refine your message and integrate this simple tax story. Leave the rest to us – concierge client reporting, retirement tax analysis and generating new business to get in front of. It’s never been this easy to grow your firm. With our “secret sauce,” our reps and advisors are growing faster than the competition and launching 2021 with incredible business in unprecedented ways. Seriously. 

DON'T TAKE OUR WORD FOR IT

Here's what our reps told us the last 30 days:

...second week of January...20 appointments with new prospects already.

...language I can use right now with clients.

...become more comfortable talking about retirement taxes.

...one prospect call me the day after, she has $2.5M.

...first conversation and they had $500k they wanted to review.

...the reporting is seamless and you do all of it for us.

...first webinar, 10 booked 10 appointments.

...I was able to close a larger client I was concerned about how to close.

...and, 15% more leads than any other CreativeOne webinar program.

DON'T MISS SALES OPPORTUNITIES

Formidable Suite – Exclusive through CreativeOne

Complete Sales System

Refine your tax story with a complete sales system that gives you everything you need to generate new business from current clients and new leads alike.

Concierge Reporting

Robust, powerful reporting tools and expert guidance: help you close sales as easy as 1 – 2 – 3.

Exclusive Digital Lead Gen

Upgrade your customer-base with top-secret digital lead gen that can help take tax insights to market and create new relationships.

HELP CLIENTS BEFORE MAJOR TAX CHANGES  

Start Building Your Tax Story Proposition Today

With CreativeOne’s secret sauce, reps enrolled in this program had 43% more life production and 21% more FIA production than peers in 2020. The assets looked pretty-darn good too.


See how others are improving their tax presentations and getting more practical hands-on knowledge for their appointments.


Tax conversations are going to ramp in the upcoming years. Feel more confident to approach higher net-worth prospects and close bigger business.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.


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