If you heard our latest Ed Slott or Debra Taylor tax planning workshops, you know there’s a lot you can do to do to help your clients with tax planning.

But tax planning is more. It's a growth engine. 

When you offer leads the answers to their concerns about rising taxes, they are engaging with you to find pain relief. You are that solution.

Hyper-growth firms have discovered this, and by applying tax planning, they are now converting 30-70% of the leads that come into their sales funnels into high-value clients.

Firms that use a traditional lead conversion model where they drive registrations for webinars/seminars find some leads become attendees, some of those book appointments, and some of those become clients. The "leads to clients" conversion rate for this model is 5% to 10% on a good day. 

Plus, in the current rising tax environment, more affluent families are searching for help, specifically with Roth conversions, back door Roths, legacy, and RMDs.

These are high-value, high-intent opportunities. Join us on January 31st, and we'll show you the specific sales and marketing strategies these firms use to achieve these eye-popping results.

Before you say that tax planning is complex, time-consuming, and confusing to clients, there's a better way.

On January 31, we'll show you how simple it can be to scan a tax return into the clouds and share a tax planning summary report with your clients just a few minutes later.

That's where the magic starts as you show them how the  Ed Slott and Debra Taylor tax planning must-dos can save them thousands in taxes!

But here's the thing: this creates an eye-popping client experience. This is how you "show" them the value of tax diversification, Roth conversions, and legacy IRA planning.

🚀 But don't take our word for it. We'll also share how an InsurMark advisor, who isn't a tax preparer or accountant, tripled his business in 2 ½ years and gathered $17 million in new retirement assets last year, and tax planning was a part of every client experience.

📅 Join us on Wednesday, January 31, 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 platform.

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 your desired success. So why wait?

Sign up for our exclusive webinar today and discover the power of InsurMark for yourself!