The Center for Tax Strategies & Resources is a premiere coaching resource for the financial industry. It is also one of only two organizations to which InsMark has extended serious product discounts (the other is First Financial Resources).
Note: Neither Simon nor I have any financial interest in each other’s business activities.
The Center’s Academy
Simon realized that there is a lack of advisor-to-advisor training and coaching in our industry. While there is training, it is either delivered by an insurance company or IMO looking to move a product. However, nothing is typically available that involves discovery, psychology, and orchestrating a lifelong relationship with professional advisors.
The Center fixes this lack of training and education by emphasizing the intangible portions of our business. Through its exceptional Academy, it produces an all-important move to the next level achieved by so few producers.
The Center is not an IMO or broker-dealer. It is a teaching and mentoring group with no requirement to move your insurance contracts, change your broker-dealer, or do any of your business through the Center. Members have access to industry experts like attorneys and CPAs who focus on tax reduction plus experts in all forms of marketing. The Center is the ultimate professional “Coach” with specific expertise in life, annuity, and securities sales.
Members of the Center meet a couple of times a month (virtually) and gather for the live three-day Academy in Las Vegas quarterly. The members receive substantial discounts with vendors (including InsMark) and have more than 1,000 white-label documents with over 100 hours of recorded strategies and techniques/presentations you can review. Their concept is that an advisor can be independent but not alone. The Center has about 75 members and is looking to cap at 125. You should check to see if you can qualify to join. If you do, you won’t be disappointed.
The Center is a killer resource for its members. Its next three-day Academy meeting is in Las Vegas from September 29 – October 1. It is the best training and mentoring session in our industry, and it will change your career. I strongly recommend you attend.
Click here for important information about the Center’s Academy.
For more information, contact:
Bradley B. Etheridge |
Chief Marketing Officer |
Center for Tax, Strategies & Resources, LLC |
2620 South Maryland Parkway, Suite 14-896 |
Las Vegas, Nevada 89109 |
Brad@yourctsr.com |
(877) 258-2837 Ext. 701 |
(818) 849-3463 Fax |
https://www.centerfortaxstrategiesandresources.com/ |
Note from Bob Ritter: This Blog is a departure from my usual format featuring Case Studies. However, information about the Center for Tax, Strategies & Resources is vital. I want you to know about it to understand how much I believe in this premier organization and its usefulness for many of you.
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