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AXG Member
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Solutions to scale your business while working less!

The Ultimate Turn-Key & Done-For-You Sales & Marketing System

Features Include:

Comprehensive Business System with Back Office Case Design & Support, Financial Experts, and Tax Reduction Professionals to help you stand out like no other. No case is too big!


Scale your operations by collaborating weekly with AXG's advanced sales team members Turn-Key Automated customer acquisition through AXG's Intermediaries.     


Convenient access through 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.


Branded email address to match your website url + Contact (Done For You) Relationship & Lead Management System (CRM) complete with multiple Drip Mail Campaigns. Turn-key and simple for anyone to use.


Personalized Case Management portal for adjusting appointments and overseeing case design.


Affiliate based websites tailored for Affluent Families, Business Owners, CPAs, and Financial Planners are now available with ongoing content management, including videos, blogs, FAQs, etc.


Website 1:  Marketing Advisory Services for Accountants/CPAs to increase their fees first (High Net-Worth & High-Income Business Owners).


Website 2: Marketing Tax Reduction for Individuals to reduce their taxes and provide estate planning first before offering (annuities, life ins., and/or AUM).


Website 3:  Marketing Packages for financial advisors and Insurance agents to help them grow their businesses without them leaving their homes. (Ideal for splitting commissions & fees)


Website 4:  Marketing Tax Reduction for Successful Business Owners to reduce their taxes first -  (Annuities, IRA Bailout,  Premium Finance Life Insurance, Roth Conversion Alt. Plans, etc.).


Includes domain, hosting, 4:1 WIX-STUDIO websites, Lead Capture Landing Pages, Live Calendar sync, Chat Box notifications, and website content management. Ongoing compliance ensured. Updated with professional sales and marketing content, with ongoing downloads, white papers, and automated drip mail campaigns for continuous business generation.


License agreement to use Redwood Tax Specialists' name and national brand, along with access to our specialized teams, including Cash Balance Plan designers, Capital Gain Tax Reduction experts, Premium Financing specialists, IRA bail-out advisors, Attorneys, CPAs, CFPs, ChFCs, and more.Bi-weekly group mentorship sessions with highly successful specialists.


Access to Redwood's Family Office Services and Products.




 It's all here as though you bought a franchise!!

AXG Team Member
Preferred

Solutions to scale your business while working less!

Keep doing what you're doing while cash-flowing with this Turn-Key-System.

Features Include:

Comprehensive Business System with Back Office Case Design & Support, Financial Experts, and Tax Reduction Professionals to help you stand out like no other. No case is too big! 


Scale your operations by collaborating weekly with AXG's advanced sales team members Turn-Key Automated customer acquisition through Intermediaries.


Convenient access through 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.


Branded email address to match your website url + Contact (Done For You) Relationship & Lead Management System(CRM) complete with multiple Drip Mail Campaigns. Turn-key and simple for anyone to use.


Personalized Case Management portal for adjusting appointments and overseeing case design.


Affiliate based websites tailored for Affluent Families, Business Owners, CPAs, and Financial Planners are now available with ongoing content management, including videos, blogs, FAQs, etc.


Website 1:  Marketing Advisory Services for Accountants/CPAs to increase their fees first (High Net-Worth & High-Income Business Owners).


Website 2: Marketing Tax Reduction for Individuals to reduce their taxes and provide estate planning first before offering (annuities, life ins., and/or AUM).


Website 3:  Marketing Packages for financial advisors and Insurance agents to help them grow their businesses without them leaving their homes. (Ideal for splitting commissions & fees)


Website 4:  Marketing Tax Reduction for Successful Business Owners to reduce their taxes first -  (Annuities, IRA Bailout,  Premium Finance Life Insurance, Roth Conversion Alt. Plans, etc.)


Includes domain, hosting, 4:1 WIX-STUDIO websites, Lead Capture Landing Pages, Live Calendar sync, Chat Box notifications, and website content management. Ongoing compliance ensured. Updated with professional sales and marketing content, with ongoing downloads, white papers, and automated drip mail campaigns for continuous business generation.


License agreement to use Redwood Tax Specialists' name and national brand, along with access to our specialized teams, including Cash Balance Plan designers, Capital Gain Tax Reduction experts, Premium Financing specialists, IRA bail-out advisors, Attorneys, CPAs, CFPs, ChFCs, and more.Bi-weekly group mentorship sessions with highly successful specialists.


Access to Redwood's Family Office Services and Products.


Prospect-driven Keyword Retirement & Annuity (200) Leads  How Keyword Leads are generated: 

We program to "listen/monitor" traffic to any keyword, website, or social media site. The program looks for identifiers such as device ID, cookie, or pixel to match the prospect to an opt-in form they have filled out in the overall database. We match 65% on average. The program next checks to see if we have all the contact information on the forms to add to the lead database. This includes the opt-in email address, first and last name, street address, city, state, and zip code. It then scrubs the email address to ensure it's deliverable. Verify that the email address has been active for 90 days.

Each record that passes the above steps goes into your AcademyX Dashboard to deliver to your new pre-built Zoho CRM with a date and time stamp.


Explore the capabilities of Institute of Financial Wellness (IFW) income-generating software designed for annuity sales and increasing AUM. Benefit from continuous live training and collaboration opportunities. 1-year FREE subscription. 

Team / Coach
Director

Solutions to scale your business while working less!

You don’t have to chase your goals alone. It' all about the LEADS LEADS LEADS

Features Include:

Comprehensive Business System with Back Office Case Design & Support, Financial Experts, and Tax Reduction Professionals to help you stand out like no other. No case is too big! 


Scale your operations by collaborating weekly with AXG's advanced sales team members Turn-Key Automated customer acquisition through Intermediaries


Convenient access through 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.


Branded email address to match your website url + Contact (Done-For-You) Relationship & Lead Management System (CRM) complete with multiple Drip Mail Campaigns.  Turn-key and simple for anyone to use.


Personalized Case Management portal for adjusting appointments and overseeing case design.


Affiliate based websites tailored for Affluent Families, Business Owners, CPAs, and Financial Planners. are now available with ongoing content management, including videos, blogs, FAQs, etc. 


Website 1:  Marketing Advisory Services for Accountants/CPAs to increase their fees first (High Net-Worth & High-Income Business Owners)


Website 2: Marketing Tax Reduction for Individuals to reduce their taxes and provide estate planning first before offering (annuities, life ins., and/or AUM)


Website 3:  Marketing Packages for financial advisors and Insurance agents to help them grow their businesses without them leaving their homes. (Ideal for splitting commissions & fees)


Website 4:  Marketing Tax Reduction for Successful Business Owners to reduce their taxes first -  (Annuities, IRA Bailout,  Premium Finance Life Insurance, Roth Conversion Alt. Plans, etc.)


Includes domain, hosting, 4:1 WIX-STUDIO websites, Lead Capture Landing Pages, Live Calendar sync, Chat Box notifications, and website content management. Ongoing compliance ensured. Updated with professional sales and marketing content, with ongoing downloads, white papers, and automated drip mail campaigns for continuous business generation.


License agreement to use Redwood Tax Specialists' name and national brand, along with access to our specialized teams, including Cash Balance Plan designers, Capital Gain Tax Reduction experts, Premium Financing specialists, IRA bail-out advisors, Attorneys, CPAs, CFPs, ChFCs, and more.Bi-weekly group mentorship sessions with highly successful specialists.


Access to Redwood's Family Office Services and Products.


 Prospect-driven Keyword Retirement & Annuity (200) Leads  How Keyword Leads are generated:

We program to "listen/monitor" traffic to any keyword, website, or social media site. The program looks for identifiers such as device ID, cookie, or pixel to match the prospect to an opt-in form they have filled out in the overall database. We match 65% on average. The program next checks to see if we have all the contact information on the forms to add to the lead database. This includes the opt-in email address, first and last name, street address, city, state, and zip code. It then scrubs the email address to ensure it's deliverable. Verify that the email address has been active for 90 days.

Each record that passes the above steps goes into your AcademyX Dashboard to deliver to your new pre-built Zoho CRM with a date and time stamp.


Explore the capabilities of Institute of Financial Wellness (IFW) income-generating software designed for annuity sales and increasing AUM. Benefit from continuous live training and collaboration opportunities. 1-year FREE subscription.


The Institute of Financial Wellness (IFW) provides  The Retirement Roadmap Workshop and Webinar with 40 guaranteed leads endorsed by Tom Hegna.


Prospect-driven Retirement & Annuity Keyword (227) leads!


Generate FREE LEADS by sharing your personal landing page & registration link with prospects from your network, including friends, family, Keyword and IFW leads, LinkedIn connections, and other social media platforms. Once certified to use IFW's user-friendly software, promote the Retirement Roadmap live weekly webinar through your registration link, which can be embedded on your websites, emails, landing pages, and more.



 You don't just have to follow your dreams - you have to chase them down!

AcademyX Global

Your complete solution to scale your business while working less
Comprehensive Business System with Back Office Case Design & Support, Financial Experts, and Tax Reduction Professionals to help you stand out like no other. No case is too big!
Scale your operations by collaborating weekly with AXG's advanced sales team members Turn-Key Automated customer acquisition through AXG's Intermediaries
Convenient access through 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.
Branded email address to match your website url + Contact (Done For You) Relationship & Lead Management System (CRM) complete with multiple Drip Mail Campaigns. Turn-key and simple for anyone to use.
Personalized Case Management portal for adjusting appointments and overseeing case design.
Affiliate based websites tailored for Affluent Families, Business Owners, CPAs, and Financial Planners are now available with ongoing content management, including videos, blogs, FAQs, etc. to Redwood's Family Office Services and Products.
Website 1: Marketing Advisory Services for Accountants/CPAs to increase their fees first (High Net-Worth & High-Income Business Owners)
Website 2: Marketing Tax Reduction for Individuals to reduce their taxes and provide estate planning first before offering (annuities, life ins., and/or AUM)
Website 3: Marketing Packages for financial advisors and Insurance agents to help them grow their businesses without them leaving their homes. (Ideal for splitting commissions & fees)
Website 4: Marketing Tax Reduction for Successful Business Owners to reduce their taxes first - (Annuities, IRA Bailout, Premium Finance Life Insurance, Roth Conversion Alt. Plans, etc.)
Includes domain, hosting, 4:1 WIX-STUDIO websites, Lead Capture Landing Pages, Live Calendar sync, Chat Box notifications, and website content management. Ongoing compliance ensured. Updated with professional sales and marketing content, with ongoing downloads, white papers, and automated drip mail campaigns for continuous business generation.
License agreement to use Redwood Tax Specialists' name and national brand, along with access to our specialized teams, including Cash Balance Plan designers, Capital Gain Tax Reduction experts, Premium Financing specialists, IRA bail-out advisors, Attorneys, CPAs, CFPs, ChFCs, and more.Bi-weekly group mentorship sessions with highly successful specialists.
Access to Redwood's Family Office Services and Products.
Prospect-driven Keyword Retirement & Annuity (200) Leads How Keyword Leads are generated:

We program to "listen/monitor" traffic to any keyword, website, or social media site. The program looks for identifiers such as device ID, cookie, or pixel to match the prospect to an opt-in form they have filled out in the overall database. We match 65% on average. The program next checks to see if we have all the contact information on the forms to add to the lead database. This includes the opt-in email address, first and last name, street address, city, state, and zip code. It then scrubs the email address to ensure it's deliverable. Verify that the email address has been active for 90 days.

Each record that passes the above steps goes into your AcademyX Dashboard to deliver to your new pre-built Zoho CRM with a date and time stamp.
Explore the capabilities of Institute of Financial Wellness (IFW) income-generating software designed for annuity sales and increasing AUM. Benefit from continuous live training and collaboration opportunities. 1-year FREE subscription.
The Institute of Financial Wellness (IFW) provides The Retirement Roadmap Workshop and Webinar with 40 guaranteed leads endorsed by Tom Hegna.
Prospect-driven Retirement & Annuity Keyword (227) leads!
Generate FREE LEADS by sharing your personal landing page & registration link with prospects from your network, including friends, family, Keyword and IFW leads, LinkedIn connections, and other social media platforms. Once certified to use IFW's user-friendly software, promote the Retirement Roadmap live weekly webinar through your registration link, which can be embedded on your websites, emails, landing pages, and more.
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AcademyX Member Options

Keep doing what you're doing while cash-flowing with this Turn-Key-System.
AXG Member
Signature

Solutions to scale your business while working less!

The Ultimate Turn-Key & Done-For-You Sales & Marketing System

AXG Team Member
Preferred

Solutions to scale your business while working less!

Keep doing what you're doing while cash-flowing with this Turn-Key-System.

Team / Coach
Director

Solutions to scale your business while working less!

You don’t have to chase your goals alone. It' all about the LEADS LEADS LEADS

Features Include:
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