The flagship of USA Tax & Insurance Services Inc., is the Tax and Financial planning business model. The model we have implemented personally for the last seventeen years. We have over two hundred representatives who completely transformed their old financial planning practice into a tax and financial planning center and increased their business an average of 300%.
Imagine having 300-1000 guaranteed appointments every tax season and being able to market to your tax clients all year. Your tax clients are your annuity, because you continue to help them with their financial planning needs each and every year and consequently your business grows every year from it.
We teach you how to cross-sell and cultivate the financial business from your tax practice and we are the best in the industry at doing it.
