2018 Business Taxes Gotcha? It's not too late do do a Cost Seg!

It's Not Too Late!

April 15th has just passed and we've had more clients benefit from Cost Segregation this tax season than ever before.  But, there is something important that you need to know!  Just because tax day is passed DOES NOT MEAN BUSINESS OWNERS CAN'T UTILIZE COST SEG!

What do I mean?  A cost segregation study offsets tax liability.  What just happened when you filed taxes on April 15th?  I know that for many, they found themselves owing unexpected substantial tax liabilities!  So, because they didn't do their cost segregation study before filing does that mean they can't do it now?  NO!

I’m taking this time to reach out to you if you’ve just been faced with the reality of owing and are looking for a solution, WE ARE THAT SOLUTION!

If you have any questions, reach out to us.  We are here to assist you.  Don't waste the next few weeks, contact us today.

Please use the contact form on this page or call my cell shown in the image below: 

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.

Business Opportunity Launch for Licensed Insurance Agents, CPSs and Attorneys

As a small business advocate and advisor, I offer many products which are not available in most places. You might even call these "hidden" offerings because only a handful of agents and advisors are "privy" to them and are authorized to present them. 

For a limited time, we are opening this up to a select number of professionals across the country. I apologize in advance if you call our office and your area is already taken. You may request to be put on a waiting list to be notified when an area opens. 

If you have questions or comments, feel free to contact me using the contact form on this page. The best and easiest thing for you to do is contact my assistant Jenny. Her contact info is at the bottom of the page. 

Life Changing Commissions! 
For Licensed Insurance Agents, CPAs and Attorneys in Northern Wisconsin 

(and across the country; you'll need to let us know where you live
in the USA as details may change slightly per region). 

Do you have the desire to substantially increase your income by
educating your clients about advanced solutions for their retirement funds?

Would you like to know about additional revenue streams that you can
offer without conflicting or disrupting with what you are currently doing?

If you do, I want to have you call our office. 
We offer many financial products which are virtually
 “unknown” and “untapped” in your area. 


Competitive compensation promptly paid
Products which require limited underwriting approval
Back-office support and complete training
Mentoring on an ongoing basis


More choices and products:
Offer ways to not lose everything they own to nursing care
To be able to pass on monies to their grandkids

An investment alternative with no direct stock market risk, backed by
the most financially sound insurance companies in the world.

An alternative to annuities that is safe, simple, and predictable.

We have many more. 
Pick and choose which you want to promote;
 using our marketing, and our materials!  

We can help you start something big this year! 

- For more information, please call my assistant Jenny.

-- Request information and a time to speak with my senior associate,
and regional director, JT.

---Ask if we are currently having a Lunch & Learn (afternoon or evening session)
in your area soon where you can attend free and get educated on the details.

Call Jenny today, let her know that Ter Scott in Superior, Wisconsin
told you to call and ask her to email you the information today.
Her contact details are shown below:

I Need a "Cheap" Lawyer...

Well, there really isn't such an animal that I know of. 

But what I think you are asking is for inexpensive law service. Now that is something that is available! 

LegalShield logo 
... offers monthly plans and if necessary, I do believe that you can use the membership immediately so if you have a situation right now, become a member and use the service. I've been a member for years and have used the service many times. It's like having a lawyer (or entire law firm) on retainer for a low, low monthly fee.

Click the picture below (or visit my site) to watch a brief video and then choose from the several options! (If you have questions or comments feel free to leave them below or contact me using the contact form on this page).