Alpha Roth
Welcome Financial Advisors
 

Do you want to make six-figure sales utilizing the latest tax reduction strategies?

Earn substantially more revenue
without lifting a finger

What is the biggest opportunity for financial advisors?

Offering your clients 50% off their tax bill!  As financial advisors we are trained to make the clients money with investments but miss the boat when it comes to tax reduction strategies due to industry practices.

What is the bEST WAY TO cut client's taxes?

We believe that most CPA's and tax professionals are missing out on MAJOR tax reduction strategies.  There is over 71,000 pages of tax code and many tax professionals do not have the time to learn it all.

Major Reasons Why You don't Work WIth CPA's

  • CPA's rarely refer clients to you.
  • ​You don't understand taxes.
  • ​You have no solid way to earn money speaking to CPA's.

successful FINANCIAL ADVISORS create solid CPA alliances.

The Tax & Retirement Institute has a proven sales strategy to increase client value through intelligent financial conversations that create client tax savings that can produce 6-figure commissions.

THE SOLUTION

The Tax & Retirement Institute is a financial think tank of elite Insurance Professionals, Tax Attorneys, CPAs, & Pension Actuaries dedicated to increasing profits for Financial Advisors.
 
Our 'Dream Team' is ready to work with your clients and present top-notch strategies to help them improve their finances.

We partner with you and do all the work from A to Z and provide a generous commission split.  All you have to do is provide us with a client name and decent introduction.

We work in your office or remotely and are driven by providing clients with the utmost financial expertise.

CLIENT IMPACT

Create More Client Value
Offer New Strategies
Improve Client Finances

SALES IMPACT

Increase Sales Commissions 
Improve Sales Professionals
Maximize Client Retention

FIRM IMPACT

Be More Competitive
Increase Client Loyalty
Maximize Exit Strategy
We Offer Strategies Your Clients' Need
With Turn-Key Marketing Campaigns
 

EXPERT SERVICES YOU CAN ADD:

  • Life Insurance Planning
  • ​Health Insurance
  • ​​Medicare Supplements
  • ​Long-Term Care Insurance
  • ​Annuities
  • ​Tax Reduction Planning
  • ​​Investments
  • ​Group Employer Benefit Planning (401k, Health)
  • ​Real Estate & 
  • ​Mortgages
  • ​Estate Planning
  • ​Cost Segregation Analysis
  • ​Captive Insurance
  • ​Asset Protection

CLIENT VALUE BENEFITS:

  • ​​Free Written Comprehensive Financial Plans
  • Free Client Financial Reviews
  • ​Free Tax Reduction Strategy
  • ​​Free Insurance Reviews
  • ​​Free Mortgage Reviews
  • ​Free Business Valuations ($3,000 Value)
  • ​Free Client Hotel Vouchers

CLICK IMAGE TO DOWNLOAD PDF

We Have Expert Solutions For All Your Clients Needs

Life Insurance
Full Platform of Life Insurance Products
Annuities
Guaranteed Investment Annuities
  
Business Owner Planning
Tax Reduction Strategies
Investment Management
Full Platform of Money Managers, Mutual Funds, Bonds, Etc.
Retirement Planning
Future Scenario Planning Software with Inflation & Expense Details
  
Finance Your Retirement
Special Program for Clients with $2mm + Net Worth
Social Security Maximization
Maximize Entitlement Benefits
Estate Planning
 Tax-Free Generational Wealth Transfers & Avoiding Probate
 Corporate Benefit Planning
Group Health
401(k) & Pension Actuary Design
Real Estate
Acquisition & Management Consulting Program 
Mortgages & Reverse Mortgage
FHA, Conventional, Jumbo & Investment Mortgage Programs  
Home Owners Insurance
Full Line Of Over 800 Insurance Carriers to Shop & Save

Medicare Supplements
Full Line Of Top 10 Carriers
Expertise To Help You Decide 
Long-Term Care Insurance
Life with Long-Term Care Rider
Asset-Based LTC  
 Health Insurance
Full Line Of Carriers
Group Health Consultations
"Let our team do all the work while you capitalize on financial success by helping your clients & prospects!"
- John E. Oxendine, Founder, Harvard MBA 
Our General Agency Partners are Ranked #1 in 
Life Insurance & Annuity Production
and Sold Over $7 Billion in Annuity Premiums in 2020.
 
 Need More Reasons To Join Our Group?
 
  • 1. We are a FREE valuable financial resource to you and your clients.
  • 2. We focus on advanced financial strategies overlooked by time-starved professionals.
  • 3. We educate you and share implementable client marketing campaigns.
  • 4. We thoroughly vet each strategy and professional we work with.
  • 5. We help your clients improve their finances and create more loyalty for you.
  • 6. We help cut the time to learn new strategies.
  • 7. We incorporate a team approach to help you look like a super star.
  • 8. We are LinkedIN marketing experts and can help you grow.

CONTACT US

Schedule Complimentary 15-Minute Discovery Call

CUSTOM JAVASCRIPT / HTML
(607) 829-7384 Call
(607) 829-7384 Text
Info@TaxRetire.com
2255 Glades Rd
Boca Raton, FL 33432
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Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Book/Web site may or may not be suitable for you. or your clients  It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Book/Web site may fall or rise against your interests and the interests of other investors and every financial scenario is different. This firm or one of its affiliates may from time to time perform or seek to perform investment services for any company mentioned in these pages, and this firm and others associated with it may at any time specialize in and effect transactions in the securities mentioned. Opinions, where and when expressed, are subject to change without notice. Information was obtained from sources considered reliable, but no representation is made as to its accuracy. The IRS requires us to inform you that any federal tax advice in this writing and any attached documents is not intended or written to be used, and cannot be used, (1) for the purpose of avoiding federal tax penalties or (2) promoting, marketing or recommending any transaction discussed in this communication to another person unless we expressly indicate otherwise. Certain tax advice contained in this article was written to support, within the meaning of Treasury Department Circular 230, the promotion or marketing of the transactions or matters addressed by such advice because the author has reason to believe that it may be used by another person in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to one or more taxpayers. Before using any tax, advice contained in this article, taxpayers should seek advice based on the taxpayer's circumstances from an independent tax advisor. Testimonials may not be representative of other clients and is no guarantee of future performance or success. Disclosure: Insurance and annuities offered through agency Tax & Retirement Institute, FL State Insurance License #L105751. Agency does not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your circumstance. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties. You should seek advice based on your circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances. 

DISCLAIMER: Alpha Roth Tax-Free Retirement Strategy is an educational product offered by Tax & Retirement Institute, LLC. Tax & Retirement Institute is not selling investments, insurance, real estate, securities, or anything other than education and is not providing tax advice, legal advice, or investment advisory products. We discuss general principles and strategies, but we do not know anything about you or your financial circumstances. As you consider applying the educational principles and strategies you see here, you should understand that there is risk in any investment and we cannot guarantee any particular results or success.

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