The CTSR Live Academy
May 17-19, 2023 8:00 am – 5:00 pm PT
** all end times are approximations
Looking to transform your business in 2023 & beyond?
At The CTSR Live Academy, you can gain all of the industry knowledge our Academies are known for. We will be covering different advanced strategies, tools, techniques, and more!
CTSR's Live Academy - 60 Seats Available
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Tuition is Only $499!
For The First 10 Registrants
(Regular Tuition – $949.00)
Your registration includes:
- Access to all 3 days of the CTSR Live Academy
- 23+ hours of live training not available anywhere else
- 7-Day Access to all recordings from the CTSR Live Academy
- Learn from more than 15 of the nation’s leading coaches, producers, tax attorneys, and CPAs
Quick Links
Why Attend the Live Academy?
Our Academy’s goal is to help our fellow industry professionals succeed by providing valuable information (advanced strategies, tools, and techniques) that will transform their business forever.
Can you see yourself answering “yes” to any of the questions below?
- Do you ever wish you had more opportunities to implement financial strategies with experts who are honest and reliable?
- Do you want to form personal and professional relationships with the industry’s top-performing CPAs, tax attorneys, financial advisor, and insurance industry icons?
- Would you like to be able to provide clients who own businesses with a financial plan prepared by experts that will reduce their taxes?
- Do you wish you had an expert to call for another perspective on how to engage a high-net-worth prospect?
Attend our Live Academy and we can show you how you can accomplish those goals!
Testimonials
★ ★ ★ ★ ★
This is really the future. If you’re not doing advanced tax planning, you’re going to miss out, so you need to be taking advantage of this training now.
Bruce Hosler, EA, CFP®, AIF®
Hosler Wealth Management
★ ★ ★ ★ ★
Most definitely worth the investment. I’ve been in the business for 30 years, and when I think about the language that I use now with clients, what I’ve picked up at past academies, it’s really made a big difference in my practice.
Don Warnke, CLU, ChFC, CASL, RICP
Country Financial
★ ★ ★ ★ ★
Joining the CTSR group has been a game changer for our practice and our clients. Thanks, Simon, Bradley, Todd, and team.
Paul Harding
Liquidity Partners
★ ★ ★ ★ ★
If you’re going to utilize income or estate tax planning strategies, you definitely want to associate with people like Simon Singer. He knows those strategies inside and out and can help you make a lot more money.
Mark Pace
ObjectiView
Live Academy Takeaways
What can you expect to take away from the CTSR Live Academy? The short answer is: access to ideas and concepts that will substantially increase your client deliverables and practice income, techniques that are proven to open and close, and strategies that will have you working less and earning more.
That doesn’t tell the whole story, though. Here are some concrete examples of what you can expect to learn at our Live Academy!
How to talk about reducing taxes in order to attract new clients.
Hardwired tax reduction plans prepared by experts.
Three ways to take over existing retirement plans that produce assets under management and insurance sales.
Plans to stay away from.
Whether term or permanent life insurance is a better option.
A retirement plan that provides more retirement income than a defined benefit plan—and it’s tax-free.
SCI education and presentations.
Expert resources to help educate you on sophisticated strategies you can use to orchestrate engagements and close business.
A lead system that tells you who has retirement plans, also how much is in them, what the current yield is, how much they’re paying in fees, and whether or not the yield and fees are in line with their industry and geographic area.
Exit strategies from qualified plans that reduce income and estate taxes.
A Defined Benefit Plan that creates guaranteed income.
Five ways to convert IRAs, Profit Sharing 401(k), and Defined Benefit Plans to Roth IRAs.
How to get doctor, dentist, and CPA clients.
Strategic partnerships with CPA firms and Property and Casualty Agencies.
A retirement plan that provides health benefits that are tax-deductible and tax-free.
Digital content marketing done for you, already pre-populated with the relevant information.
Marketing with customized short video vignettes.
A computer system that tells you which assets to access in what amount and at what time in order to maximize your income, your legacy for your children, and/or your charitable contributions.
Tuition is Only $499!
For The First 10 Registrants
(Regular Tuition – $949.00)
Your registration includes:
- Access to all 3 days of the CTSR Live Academy
- 23+ hours of live training not available anywhere else
- 7-Day Access to all recordings from the CTSR Live Academy
- Learn from more than 15 of the nation’s leading coaches, producers, tax attorneys, and CPAs
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