Demystify and Simplify Tax Planning

Why attend our next Business Alpha webinar? Here are 17 million reasons.

95% of affluent families expect tax planning advice from their financial advisors.
Only 25% say they are receiving it.
That spells opportunity.

Before you say that tax planning is complex, time-consuming, and confusing to clients, there's a better way. On Tuesday, we'll show you how to upload a tax return and generate a report addressing Ed Slott's planning must-dos in seconds! We'll also share how one of InsurMark's top advisors (not a tax preparer or accountant) gathered $17 million in new retirement assets last year, and tax planning was a part of every client experience.

Join us on Tuesday, March 21, when Chris Field, Chief Growth Officer at Holistiplan, and Jack Martin, virtual CMO at InsurMark, will share the technology, marketing, and sales tools transforming how financial advisors turn tax planning into hockey stick growth. Specifically, we'll share how our existing advisors are doubling their average assets per client using our tax planning app and award-winning marketing tech.

You can say goodbye to complicated spreadsheets and tedious data entry. Instead, our app uses cutting-edge technology to streamline the tax planning process, saving you time and energy. So whether you are a seasoned financial professional or just starting, InsurMark can show you how to:

Scan a tax return and get a personalized tax report in seconds.
Turn a tax planning "second opinion" into new clients.
Generate tax projections and identify tax savings opportunities over the next five years!
Download custom tax reports to share with clients and other advisors.
Create tax-saving scenarios using Roth conversions, life insurance, charitable strategies, and more.
Convert your cold leads and warm clients into hot new tax planning opportunities.

But that's not all. At InsurMark, we understand that targeting affluent clients is essential to growing your business and achieving your goals. That's why we will also share our proven strategies for marketing to high-net-worth individuals and growing your client base.

With InsurMark, you can level up your practice and achieve the success you deserve. So why wait? Sign up for our exclusive webinar today and discover the power of InsurMark for yourself!