Cash Balance Advisors - Terms of Enrollment

Welcome to Cash Balance Advisors!

You’ve made an awesome decision and we look forward to sharing this journey with you.

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User Pic William Hall

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STEP 1

Register for access to Cash Balance Advisors

STEP 2

Phone

What’s the best phone number to reach you?

STEP 3

Mailing Address

  

  

  

  

  

  

  

 

STEP 4

MANAGING DIRECTOR WITH REDWOOD TAX SPECIALISTS

Due Today: $16,640

Benefits & Deliverables:



  1. Mentorship and Consulting with Back-Office and Mastermind access by setting an appointment at https://www.myappointmentmanager.com/
  2. Commission splits for our Premium Financing are from 50% to 90% - ask us for the details. We do not take a split of your AUM or annuity commission.
  3. Unlimited time with William (Bill) Hall and the back-office team for strategy sessions and Q&A on actual case design and active prospects.
  4. Premium financing client services.
  5. Digital (Cloud-Based) Personalized Fact-Finder (Financial Profile). Click on submit and your back-office is notified instantly.
  6. We provide training on funding Cash Balance Plans with life insurance.
  7. Drip email marketing campaign with ongoing fresh content to build your business.
  8. Turn-key underwriting and client services.
  9. Only Managing Directors qualify for branding, websites or Fortune Magazine rights to reprints.
  10. Managing Director has a lifetime license to use the Redwood Tax Specialists name.
  11. 1-year subscription to Keap Pro with live drip mail and unlimited training.
  12. 45 guaranteed CPA leads with bimonthly mentorship.

STEP 5

Payment Terms General Terms & Conditions

  1. I agree that you may charge my credit card immediately for the total payment of $16,640
  2. I understand and agree that THIS PAYMENT IS NON-REFUNDABLE, MEANING THAT I AM NOT ENTITLED TO ANY REFUND.