🔥 Private Tax Strategy Session – Aug 11 @ 7PM EST , Featuring Edward Lyon & Matt Pearson | RSVP Now
Most Advisors Sell Products. We Build Strategy
Join a team rethinking how wealth is built — with tax-smart, outcome-based planning frameworks.
We’re expanding. And we’re looking for licensed (or license-ready) professionals ready to learn what 90% of advisors don’t know — and help clients unlock the power of smarter planning.
🔍 What You’ll Learn to Do
âś… Help 401(k), TSP, and IRA holders avoid sequence-of-returns risk
âś… Structure tax-free retirement income immune to market crashes
âś… Integrate dual-purpose strategies (grow wealth + access liquidity)
âś… Help business owners, doctors, and executives reduce tax drag
âś… Reposition real estate or inheritance windfalls into private wealth systems
âś… Work with high-income earners including professionals, athletes, and entertainers
✅ Think like a wealth strategist, not a generic “advisor”
🎯 Who We’re Looking For
Licensed life insurance agents — or those actively pursuing their license
Professionals who want to go beyond products and learn elite strategy
Advisors ready to break the traditional mold and work virtually
Experience in finance, tax, real estate, or client-facing roles a plus
Strong learners who can follow systems and execute
đź”’ Your Next Step
If you’re ready to break the mold and build a business around clarity, strategy, and impact — submit your info and hit Apply.
We’ll reach out directly with next steps.
Now Hiring: Financial Strategists Ready to Break the Mold
Path To Financial Freedom
Your Personalized Financial Blueprint
Contact me
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đź“© info@surelifeplans.com
📞 678-984-0858
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Disclaimer: All content, illustrations, and calculations on this website are for educational purposes only and do not constitute financial, investment, or tax advice. Please consult a licensed advisor or qualified professional for personalized recommendations.