Alpha Roth
Welcome Life Insurance Agents

Do you want FREE - UNLIMITED high-quality leads?

Earn substantially more revenue
without lifting a finger

What is the biggest threat to Life Agents?

Not having enough good leads!  Obtaining good leads can be obnoxiously expensive and the one's you don't close can cost you dearly.  Many agents try networking, Facebook Ads, non-exclusive online leads, or host expensive online workshops; all with dismal results.


We believe the most effective businesses form effective cross-sell relationships called alliances.  Life Insurance and other ancillary financial products are a natural fit for a P&C Agencies & Tax Professionals to be introducing to clients and prospects, but it must be done well.

Major Reasons Why You don't HAVE A SOLID ALLIANCE

  • You have no expertise in creating a strong partnership
  • ​You rush a partnership instead of allowing it to form naturally over time
  • You don't provide excellent value and customer service
  • ​You have no solid proven process to support the partnership and its clients

successful Life Agents create solid alliances.

The Tax & Retirement Institute has a proven sales strategy to increase client value through intelligent financial conversations that create client retention and drive revenue to the bottom line without any agency time or expense.


The Tax & Retirement Institute is a financial think tank of elite Insurance Professionals, Tax Attorneys, CPAs, & Pension Actuaries dedicated to increasing profits for P&C Agencies.
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.


Create More Client Value
Offer New Strategies
Improve Client Finances


Increase Sales Commissions 
Improve Sales Professionals
Maximize Client Retention


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


  • 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


  • ​​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


We Have Expert Solutions For All Your Clients Needs

Life Insurance
Full Platform of Life Insurance Products
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.


Schedule Complimentary 15-Minute Discovery Call

(607) 829-7384 Call
(607) 829-7384 Text
2255 Glades Rd
Boca Raton, FL 33432
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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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