Taxes Declassified White Logo

Taxes Declassified: attract high-net-worth clients with tax-focused marketing, resources and tools.

Are you helping clients take advantage of the current tax environment? Taxes Declassified offers industry-leading tax-saving tools that can increase asset retention and grow AUM alongside insurance opportunities.

Advisors who’ve implemented the Taxes Declassified strategy have consistently driven six-figure growth with this approach to taxes by helping clients discover how imperative it is to plan for taxes at a macro level.

Watch your profits—and praise—grow from clients and prospects who embrace the tactics and use them to their advantage.

With Taxes Declassified, you get:

Exclusive training.

Dedicated business development coaches.

Robust personalized client reporting and resources.

Turnkey marketing programs and seminars.

Educational dashboard of videos and tools.

BONUS: We’re offering FREE access (excluding marketing costs) to Stonewood’s Meet The Author webinar program through March 2023.

This allows you to incorporate the Stonewood financial experts and authors into your online presentation to give your registrants credible, timely information and advice straight from our inside source in Washington D.C. on an always-hot topic, TAXES!

Hear Stonewood’s CEO Becky Swansburg explain why adding this portion to your webinar is a no-brainer.

By utilizing their profound industry knowledge, you can amplify the value of your presentation and attract affluent prospects. So, if you host a Taxes Declassified webinar, the Stonewood insights are yours to use at no cost (a $3,000 value)!

Check out these stats from advisors leveraging the Meet The Author webinar program!

Interested in learning more?

Contact Ian for more information on how to take advantage of this exclusive opportunity. Hurry, this promotion ends 12/31/22!

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