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We train accountants on how to help their high-performing clients reduce or eliminate tax, increase cash flow, and transfer wealth.

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How to increase revenue AND create new value WITHOUT more billable hours or charging your client? This webinar could be the answer to take you to the next level.

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Learn The INS And OUTS Of Insurance

MINI-COURSE

A foundation for accountants to understand the basics of insurance. A good trial for those curious about joining the masterclass with zero downside for you or your clients.

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MASTERCLASS

The place for all things insurance and strategy. Those who join the masterclass can expect detailed discussion about what levers to pull on insurance products to maximize tax savings, increase cash value, expand CDA balances, bolster balance sheets, and much more.

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PLATINUM

The platinum is for those who don't want to sit on the sidelines. The platinum group is for those accountants who want to put themselves into the game and play in the big leagues. You must qualify to join this group, so please reach out to start the vetting process. _________________

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