3X & 3X < 3 years.

Earlier this year, one of our top advisors spoke to our Founder’s Club Experience about his journey from good advisor to elite.

He credited one singular change in his business model that caused the size of his average client and the assets he gathered each year to triple over the past two and one-half years.

What was the change? He added tax planning to his marketing and planning process.

No, he didn’t have to earn a CPA. He didn’t have to hire a team of experts. He credits what Debra Taylor taught him in her Holistiplan Training Class with making him the tax planner his clients wanted and needed.

Here’s your chance to 3X your business.

On October 24th at 11 a.m. CT, Debra will pull back the curtain on how she is doing tax planning for her high-net-worth clients. She’ll even show you the super simple tax planning app you can use now to attract and convert new clients.

What’s she going to teach you?

• Why Tax Planning Is a “Must Do”
• Ten Tax Planning Tips for Pre-Retirees
• Five Tax “Gotchas” for All Clients (Especially HNW)
• Leveraging Holistiplan to Deliver Wins for All Clients
• Focusing on Distribution Planning

Pre-registration for this event is required.




As an ADO - Advisor Development Organization™, InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.