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Learn how to read a 1040 tax form to uncover opportunity for your clients!
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Stand Out from the Crowd

Brought to you by The Achievement Group and Senior Tax Solutions

 

Learn how to read a 1040 tax form and uncover opportunity

In today's competitive market, Insurance and Financial Professionals are realizing that in order to remain competitive and continue to find and retain new higher net worth clients, they must provide both Tax and Retirement Income Planning Solutions.

We've all heard the saying "A picture is worth a thousand words." As a professional, it's time to stop "telling" and start "showing."

Are you tired of hearing, "Let me check with my CPA, and I'll get back to you."?

Finally, we have a program that lets you show your clients a simple, one-page, side-by-side comparison of their before and after tax scenarios.

 

Make it easy for your clients to say, "Yes, let's do it."

Join us on Wednesday, January 20th from 8:00 - 8:30am CST or Thursday, January 28th from 3:30 - 4:00pm CST


Space for each event is limited to 25.

TAG has partnered with Mark to add meaningful value with the tax “What If?“ program. Join us and see firsthand how the tax "What If?" program can help you attract clients with higher net worth, and how it can help you close more business for larger dollar amounts. The best part, Mark will show you how this program:
  • Easy to use
  • Provides the VISUAL reinforcement today's clients are asking for
  • Gives you professional client tax consultations
Click Here to Register for Wednesday's Webinar
Click Here if you'd like to attend on Thursday, January 28th, instead. We'll send you a separate link.

30 Years of Income Tax Experience
 

Mark Courtney, President and CEO of Senior Tax Solutions, offers unique programs and services to insurance and financial professionals. Having spent 23 years as an insurance professional, and now in his 30th year in the tax profession, his combined experience allows him to effectively help professionals with their clients' tax and income planning needs.
Call our office if you need anything! 866-845-5292
 
Copyright © 2016 The Achievement Group, All rights reserved.


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