Are you a PTIN tax professional looking to expand your income opportunities in 2025? 

Look no further. Let us show you how the Federal mandate of 2022 by the Biden Administration can position you to increase your cash flow to 3x, 5x, even 10x your income in 2025.

       Benefits of Adding Financial Services to Your Portfolio                   

Adding financial services to your portfolio allows you to provide a more comprehensive range of solutions, helping clients not only protect their assets but also grow their wealth. By integrating services like retirement planning, 360- degree life protection, and basic estate planning, you can increase your income streams while meeting a broader set of client needs.

This expansion also positions you into becoming a trusted, full-service advisor, enhancing client relationships and enabling you to make a greater impact on their financial security and long-term goals.

Our platform, Our Infinite Company, offers a winning team culture within a non-captive landscape.  With a national expansion of two signature certifications, growing your team and market share can be easily accomplished without paying for leads. 

Our partnership with the Workforce Commission enables us to participate as a vendor to multiple job fairs, therefore, placing us in front of sought-after candidates to enter into the financial industry.

View Our 3-Day Challenge Videos and Find Out How Much You're              Potentially Leaving on the Table

What You'll Learn from the Facilitator:

  • How to leverage an already proven system.

    • You'll learn how to implement a proven and successful business model in your practice to add thousands of dollars in annual revenue.

  • How to evaluate if a small business falls under the mandate and how to explain the requirements to small business owners and their trusted advisors.

    • You'll walk away with expert knowledge of the SECURE Act and what is mandated state by state. You become the specialist your existing clients and new clients look to for compliance.

  • How to market to small business owners to attract new business.

    • You'll gain insights into marketing to this niche segment. You'll learn techniques on how to approach the small business owner, how to offer your service as a value-add, and how to close the encounter.