18 Virtual Academy Takeaways

Want to know what to expect from your Virtual Academy experience? Here are 18 “takeaways” you can look forward to learning about!

  1. How to talk about reducing taxes in order to attract new clients
  2. Hardwired tax reduction plans prepared by experts
  3. Three ways to take over existing retirement plans that produce assets under management and insurance sales
  4. Whether term or permanent life insurance is the better option
  5. A retirement plan that provides more retirement income than a defined benefit plan—and it’s tax-free
  6. A retirement plan that provides health benefits that are tax-deductible and tax-free
  7. A lead system that not only tells you who has retirement plans, but also how much is in them, what the current yield is, how much they’re paying in fees, whether or not the yield and fees are inline with their industry and geographic area
  8. Marketing with customized short video vignettes
  9. Digital content marketing done for you, already pre-populated with the relevant information
  10. A computer systems 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
  11. Exit strategies from qualified plans that reduce income and estate taxes
  12. A Defined Benefit Plan that creates guaranteed income
  13. How to get doctor, dentist, and CPA clients
  14. Strategic partnerships with CPA firms and Property and Casualty Agencies
  15. Five ways to convert IRAs, Profit Sharing 401(k), and Defined Benefit Plans to Roth IRAs
  16. Plans to stay away from
  17. Expert resources to help educate you on sophisticated strategies you can use to orchestrate engagements and close business
  18. SCI education and presentations

Interested in learning more about these topics? Register for the Virtual Academy!


Our Virtual Academy is coming this Fall, and we can’t wait to (virtually) see you there.


August 17, 2020 – August 19, 2020

8:00 AM – 3:00 PM PDT

(Ending times are approximate.)


Your Registration Investment is just $495 for all three days!


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Phone:  (877) 258-2837

Email:    thecenterteam@yourctsr.com