Plans & Pricing
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Managing Director
Level I
Features Include:
Comprehensive Business System with Back Office Case Design and Support, Financial Experts, and Tax Reduction Professionals to help you excel. No case is too complex for our skilled partners.
All-in-One affiliate website for Individual, Taxpayers, CPAs, Business Owners, and Financial Planners. These websites are regularly updated with new graphics, high-quality videos, blogs, and FAQs, designed to help you grow your business with less effort.
Branding & License Agreement with Redwood Tax Specialists, Redwood Private Wealth and Redwood Family Office Services. Aligning yourself with our compliance attorney and CPA will give you instant credibility.
Custom Contact & Database Lead Management System (CRM) with multiple drip email campaigns. Building such a CRM would typically take months and cost around $5,000. Additionally, creating email templates, conducting compliance reviews, and producing ongoing relevant content can add significantly to the expense.
Tax Opportunity Letters Generated by Fedyshyn CPA Group and M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.
Explore Redwood's tax reduction expertise with ease at MyTaxDesign: Tax reduction opportunity letters from the Redwood team are available in real time.
Access in-depth tax strategies (400+) within 7 to 10 business days. Utilize Redwood software and receive live team support for capital gains tax reduction within 3 business days.
Premium finance & IRA bailout sales, and services tailored for high-net-worth individuals are available for you on demand!
Online Annuity Sales Academy with appointment scripts, video with intermediary to close business to help you scale your business to the next level.
Learn how others are closing not only annuities and life insurance but much bigger premium financing and IRA Bailout cases.
Family Office Services and products are handled by Redwood's partner and compliance attorney. This service generally ranges from $10k to $25k. Solicitor's Agreements and consulting included.
Team Member
Level II
Features Include:
Comprehensive Business System with Back Office Case Design and Support, Financial Experts, and Tax Reduction Professionals to help you excel. No case is too complex for our skilled partners.
All-in-One affiliate website for Individual, Taxpayers, CPAs, Business Owners, and Financial Planners. These websites are regularly updated with new graphics, high-quality videos, blogs, and FAQs, designed to help you grow your business with less effort.
Branding & License Agreement with Redwood Tax Specialists, Redwood Private Wealth and Redwood Family Office Services. Aligning yourself with our compliance attorney and CPA will give you instant credibility.
Custom Contact & Database Lead Management System (CRM) with multiple drip email campaigns. Building such a CRM would typically take months and cost around $5,000. Additionally, creating email templates, conducting compliance reviews, and producing ongoing relevant content can add significantly to the expense.
Tax Opportunity Letters Generated by Fedyshyn CPA Group and M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.
Explore Redwood's tax reduction expertise with ease at MyTaxDesign: Tax reduction opportunity letters from the Redwood team are available in real time.
Access in-depth tax strategies (400+) within 7 to 10 business days. Utilize Redwood software and receive live team support for capital gains tax reduction within 3 business days.
Premium finance & IRA bailout sales, and services tailored for high-net-worth individuals are available for you on demand!
Online Annuity Sales Academy with appointment scripts, videos with intermediary to close business to help you scale your business to the next level.
Learn how others are closing not only annuities and life insurance but much bigger premium financing and IRA Bailout cases.
Family Office Services and products are handled by Redwood's partner and compliance attorney. This service generally ranges from $10k to $25k. Solicitor's Agreements and consulting included.
Attract high-net-worth clients with CPAs through AXG's unique CPA attraction and coaching courses. Our straightforward and innovative approach ensures your back office can effectively train qualified accountants to expand into advisory services. Benefit from our proven methods, including sales scripts, step-by-step instructions, and regular live webinars, to successfully attract and close deals with top-tier CPAs.
Institute of Financial Wellness (IFW) Software. The IFW Retirement Roadmap Experience a comprehensive sales and marketing system. By the journey's end, prospects gain clarity on how their situation can improve, priming them to take action with you!
This program's market value is $45,164, but is substantially reduced with this Level II offer.
Team Director
Level III
Features Include:
Comprehensive Business System with Back Office Case Design and Support, Financial Experts, and Tax Reduction Professionals to help you excel. No case is too complex for our skilled partners.
All-in-One affiliate website for Individual, Taxpayers, CPAs, Business Owners, and Financial Planners. These websites are regularly updated with new graphics, high-quality videos, blogs, and FAQs, designed to help you grow your business with less effort.
Branding & License Agreement with Redwood Tax Specialists, Redwood Private Wealth and Redwood Family Office Services. Aligning yourself with our compliance attorney and CPA will give you instant credibility.
Custom Contact & Database Lead Management System (CRM) with multiple drip email campaigns. Building such a CRM would typically take months and cost around $5,000. Additionally, creating email templates, conducting compliance reviews, and producing ongoing relevant content can add significantly to the expense.
Tax Opportunity Letters Generated by Fedyshyn CPA Group and M. Scott Fedyshyn CPA, CFP®, CMA, CFM, CTC, CTP, CTS.
Explore Redwood's tax reduction expertise with ease at MyTaxDesign: Tax reduction opportunity letters from the Redwood team are available in real time.
Access in-depth tax strategies (400+) within 7 to 10 business days. Utilize Redwood software and receive live team support for capital gains tax reduction within 3 business days.
Premium finance & IRA bailout sales, and services tailored for high-net-worth individuals are available for you on demand!
Online Annuity Sales Academy with appointment scripts, video with intermediary to close business to help you scale your business to the next level.
Learn how others are closing not only annuities and life insurance but much bigger premium financing and IRA Bailout cases.
Family Office Services and products are handled by Redwood's partner and compliance attorney. This service generally ranges from $10k to $25k. Solicitor's Agreements and consulting included.
Attract high-net-worth clients with CPAs through AXG's unique CPA attraction and coaching courses. Our straightforward and innovative approach ensures your back office can effectively train qualified accountants to expand into advisory services. Benefit from our proven methods, including sales scripts, step-by-step instructions, and regular live webinars, to successfully attract and close deals with top-tier CPAs.
Institute of Financial Wellness (IFW) Software. The IFW Retirement Roadmap Experience is a comprehensive sales and marketing system. By the journey's end, prospects gain clarity on how their situation can improve, priming them to take action with you!
Cash Balance Plans, Defined Benefit Plans, and Defined Contribution Benefit Plans Sales and Marketing Course, Mastermind Group, Intermediary Based (Done-for-You)
CPA digital marketing through voice mails. Bi-weekly live webinars and 24/7 collaborative Community.
Generate additional free leads with your personal webinar registration landing page. $5,000. value
40 leads from the Institute of Financial Wellness webinar with CRM management "The Retirement Roadmap" to be used with the Retirement Score software.
Invite your prospects to a powerful weekly webinar designed to fill your calendar.
This program's market value is $65,064 but is substantially reduced with this Level III offer.
100% financing available. Know if you're approved with no impact to your credit score.