Maximize your business potential with our comprehensive suite of services, designed to integrate seamlessly into your current operations — 600 Leads with Database Prospects scoring.

Cash flowing to the higher net worthComplete Case Design & Support: Experience uninterrupted support that enhances your business flow without disruptions.

• Bi-weekly Zoom Meetings with Industry Experts: Join exclusive sessions featuring special guests to sharpen your prospecting skills and collaborate with top professionals.

• Mastermind Group Meetings: Move beyond traditional CPA outreach strategies and connect with peers in our bi-weekly mastermind groups.

• Capital Gains Tax Reduction: Choose from training, support, or done-for-you solutions for large life insurance sales.

• IRA Bail-Out Strategy Training: Attract ultra-affluent clients and CPAs with our proven IRA strategy.

• Life Settlement Opportunities: Tap into life settlement expertise through our dedicated Life Settlement Mastermind Group.

• Earn Fees from RIA & IAR: Access state-specific Solicitors Agreements and earn residual income without needing additional licenses. Includes lifetime access to Kim Raimondo's compliance attorney (an annual $2,500 value).

• Comprehensive Retirement Planning: Leverage Cash Balance Plans and 24 other retirement plans with a single application. Master our 30-second CPA sales scripts and leave the rest to us, with regular mastermind meetings included (a $9,700 value).

• Estate Planning Process: Drive higher-net-worth business for annuities, life insurance, and AUM sales through our specialized estate planning services.

• Professional Marketing Support: Get promo letters for distribution and a drip email campaign with professional video content to engage your clients.

Access:

• FIA & Life Products

• Case Design

• i Pipeline

• Portal & Annuity New Business 

• WinFlex submit new business

• AcademyX: Step-by-step courses and phone support to guide you every step of the way.

• Custom Solutions: One application connects you with top tax reduction specialists, over 400 tax strategies, and Mytaxdesign.com to streamline your services.

How Keyword Leads Generate Leads

Prospect-Driven Lead Generation System $45,000 value

• We automate systems to "listen" or monitor traffic for any keyword, website, or social media site.

• The program identifies prospects by using device IDs, cookies, or pixels and matches them to an opt-in form they've filled out in the overall database.

• We achieve an average match rate of 65%.

• The program checks if all contact information is available on the forms to add to the lead database, including:
  Opt-in email address
  First and last name
  Street address
  City, state, and zip code

• The email address is scrubbed to ensure it's deliverable.

• The email address is verified to have been active for at least 90 days.

• Each qualified record is added to your AcademyX Dashboard and delivered to your pre-built Zoho CRM, with a date and time stamp.

• Professional Custom Website

• Get a powerful, custom-built marketing and sales CRM that's done for you and ready to go within 48 hours. It comes with numerous email marketing campaigns that can be easily launched from your smartphone. Free trail or sign on now and receive an override on all referrals 

 Special Offer: Pay wholesale and receive 600 leads loaded in your new CRM in Real time $8,997

List of available KEY WORDS

 

Click Read More Below on how Keyword Leads can build your business.

For a Limited Time 

A leading IMO will porvide the following with a 90 day trial without you having to move one contract.

Business Operating Sales System (B.O.S.S.)

Override praticipation on all referrals.