Insurance Agents, CPAs, Tax Professionals, Quit Losing Customers; Add these Services

Hello fellow professional. I just received this from my senior associate and I'm passing it on to you. If you are an insurance agent, CPA, Tax Professional or are in any similar profession, you need to read this; the life of your business depends on what you can offer your clients and this is BRAND NEW!

Important Dates Filling Fast for May.

May Training you don’t want to miss!!!!!   

FYI - FREE lead reimbursement opportunity and discounted trust training $99 vs $999.

A limited number of seats for a VIP training will be taking place in Chicago early May.

Have you seen “How to protect your assets from the Medicaid spend down”?   If you have not read this booklet,  you need too and share it with all your clients.

How are your clients protected from NOT going broke in a nursing home?   

We want to help you have success with our lead program,  we want to help pay for your leads,  we want to make sure you can educate your customers to help them avoid the costly expense of a nursing home and probate expenses.

Who do you work with offering a FREE lead reimbursement opportunity??  To boost your business and cross-selling as you see fit.

NOT captive.  We offer an information sharing program that all your clients have a need for.

Don’t miss this VIP discounted training in early May.  Details are being put together now, you will want to get on the information update list asap.