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Preferred Membership

Register and gain access here.

One-time payment: $4,000
Promo code: six2 ($400/mo to $97/mo)

Discounts On: 

  1. Institute of Financial Wellness (IFW) Software

  2. 33% Discount on IFW Leads

  3. Email + CRM Package

  4. Redwood’s Four, Dynamic Websites

  5. Ongoing Video Content Embedded In Your Website

  6. Updated Blog Posts Published On Your Four Websites

  7. Advanced Directives with Estate Guru

  8. 1:1 Estate Guru Training and Trust Funding Webinars

What's Included:

  1. Turn-key Business System Complete with Back Office, Financial, and Tax Reduction Professionals and Optional “Done-for-You” Services

  2. MyTaxDesign (App to access your entire back-office team)

  3. Secure File Sharing and Storage for Tax Returns

  4. 25 Keyword Annuity Leads

  5. Facebook Retargeting Ads

  6. 25% Discount on Digital Edition of Reminder Media

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