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AcademyX Global

Your complete solution to scale your business while working less

Features Include:
Managing Director

Level I

Features Include:

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.

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.

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.

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.

Tax Opportunity Letters Generated by Fedyshyn CPA Group and M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.

Explore Redwood's tax reduction expertise with ease at MyTaxDesign:

Tax reduction opportunity letters from the Redwood team are available in real time.

Access in-depth tax strategies (400+) within 7 to 10 business days.
Utilize Redwood software and receive live team support for capital gains tax reduction within 3 business days.

Premium finance & IRA bailout sales, and services tailored for high-net-worth individuals are available for you on demand!

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.

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.

Team Member

Level II

Features Include:

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.

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.

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.

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.

Tax Opportunity Letters Generated by Fedyshyn CPA Group and M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.

Explore Redwood's tax reduction expertise with ease at MyTaxDesign:

Tax reduction opportunity letters from the Redwood team are available in real time.

Access in-depth tax strategies (400+) within 7 to 10 business days.
Utilize Redwood software and receive live team support for capital gains tax reduction within 3 business days.

Premium finance & IRA bailout sales, and services tailored for high-net-worth individuals are available for you on demand!

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.

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.

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.

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!

This program's market value is $45,164, but is substantially reduced with this Level II offer.

Team Director

Level III

Features Include:

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.

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.

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.

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.

Tax Opportunity Letters Generated by Fedyshyn CPA Group and M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.

Explore Redwood's tax reduction expertise with ease at MyTaxDesign:

Tax reduction opportunity letters from the Redwood team are available in real time.

Access in-depth tax strategies (400+) within 7 to 10 business days. Utilize Redwood software and receive live team support for capital gains tax reduction within 3 business days.

Premium finance & IRA bailout sales, and services tailored for high-net-worth individuals are available for you on demand!

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.

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.

Managing Director

Level I

Lead repurchase promo for Level I is $90./lead with a 100 lead minimum
With your Level I promo code, pay just $1,450. & $350/mo. after 1 mo.
Level I may upgrade to Level II within 60 days and receive a credit of $1450.
Promotional bonus: Keyword (40) Leads with call assistance

Team Member

Level II

Lead repurchase promo for Level II is $35./lead with a 100 lead minimum
With your Level II promo codes, pay just $9,600. & $463/mo. after 12 mo.
Level II may upgrade to Level III within 60 days and receive a credit of $9,600.
Promotional bonus: Keyword (200) Leads with call assistance

Team Director

Level III

Lead repurchase promo for Level III is $25./lead with a 100 lead minimum
With your Level III promo codes, pay just $16,900. & $463/mo. after 12 mo.

 


Promotional bonus: Keyword (427) Leads with call assistance

AcademyX Member Options

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