Adding Life Insurance to Your Tax Office
- Why your tax clients are already your best insurance prospects
- What it takes to get licensed and set up to offer it
- How to bring it up naturally and build year-round income
A free 5-class festival for tax pros building a real office. More clients, a stronger team, a better client experience, and new revenue streams.
How to Create Tax Clients Who Can't Stop Talking About You
How to Build a Team That Markets Consistently, Stays Motivated & Produces Results
You've got the PTIN. Now you need people in the chair.
You want more volume, a stronger team, and more ways to earn per client.
You're ready to hire right and lead a team that actually produces.
You want income that doesn't end on April 15th.
One registration covers the whole festival.
Yes. All five classes are free. Register once and you're in for the whole series.
[Live on Zoom]. Your link goes out by email and text after you register and before each class.
No, but each class covers a different part of building your office. Show up to all five to get the full playbook.
[Replay policy — e.g., "Live only. The best stuff happens in the room."]
[One or two sentences about the community and who it serves.]
Five classes. Zero cost. Season is coming either way. Show up ready.
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