Comprehensive Business System with Back Office Support, Financial Experts, and Tax Reduction Professionals
With your level III membership, you will receive the following
Everything's here, like owning a franchise!
With your level III membership, you will receive:
Comprehensive Business System with Back Office Case Design & Support, Financial Experts,
and Tax Reduction Professionals to help you stand out. No case is too big for our professional partners.
Scale your operations by collaborating weekly with our advanced sales team members.
Turn-key automated customer acquisition through optional intermediaries that will call your leads and (optional) intermediaries to close your business.
A single app with the capability to evaluate over 400 comprehensive tax reduction strategies, including premium financing and Roth conversion alternatives for the affluent market, and position you or your optional intermediary to close business. Check the status of your business in real time with your personal Case Management Portal.
Scale your operations by collaborating weekly with our advanced sales team members.
Turn-key automated customer acquisition through optional intermediaries that will
call your leads, and (optional) intermediaries to close your business.
Membership Benefits & Items
Market Value
*Membership:
Comprehensive Business System with Back Office Case Design & Support, Financial Experts,
and Tax Reduction Professionals to help you stand out. No case is too big for our
professional partners.
$4,764
Learn how to attract High-net-worth clients with CPAs. Redwood CPA
attraction and coaching course is easy and different, your back office will coach
qualified accountants on how to grow into advisory services. Our magic close for
qualified accountants, with sales scripts, easy step-by-step instructions, and
frequent live webinars.
$7,200
Cash Balance Plans, Defined Benefit Plans, and Defined Contribution Benefit Plans
Sales and Marketing Course, Mastermind Group, Intermediary Based (Done-for-You)
CPA digital marketing through voice mails. Bi-weekly live webinars and 24/7 collaborative
community.
$10,000
Four in one Website for / Individual Taxpayers / Accountants / Business Owners
/ Financial Planners. These websites are updated frequently with new graphics,
high-end videos, blogs, and FAQs, and are designed to help you get paid as an affiliate.
$6,000
Institute of Financial Wellness (IFW) Software:
The IFW Retirement Roadmap Experience is a comprehensive sales and
marketing system. By the journey's end, prospects gain clarity on how their
situation can improve, priming them to take action with you!
$1,800
Branding & License Agreement with Redwood Tax Specialists,
Redwood Private Wealth and Redwood Family Office Services.
Aligning yourself with our compliance attorney and CPA will give you instant credibility.
$2,000
Custom Contact & Database Lead Management System (CRM) with
multiple drip email campaigns. This would take months and $5,000 to
build the CRM, then email templates, compliance review, and ongoing
relevant content would be expensive.
$2,400
Tax Opportunity Letters Generated by Fedyshyn CPA Group and
M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.
$1,500
Explore our specialist with MyTaxDesign.com for tax reduction strategies and case design:
Instant tax reduction letters by Redwood CPA & CFP.
Comprehensive tax reduction (400) strategies with CPA engagement.
Redwood branded software for capital gains tax reduction.
Premium finance case design and IRA bailout for high-net-worth prospects.
$4,500
Online Annuity Sales Academy with appointment scripts, video with intermediary to
close business to help you scale your business to the next level.
Learn how others are closing not only annuities and life insurance but much bigger
premium financing and IRA Bailout cases.
$7,000
Family Office Services and products are handled by Redwood's partner and
compliance attorney, Kimberley Raimondo. This service generally ranges from $10k to $25k.
Second is the cost of the consulting firm providing compliance guidance going forward.
This generally ranges from $8k to $15k per year. Solicitor's Agreements and consulting included.
$8,000
Generate additional free leads with your webinar registration landing page.
*Included
The total market value of this offer is:
$65,064
Total to get with your Entrepreneurs in a Box and Free Leads.
$19,900
40 leads from the Institute of Financial Wellness webinar with CRM management
"The Retirement Roadmap" to be used with the Retirement Score software.
-$3000
Level III can be financed 100% with a soft approval.
$16,900