We have years of strategic partnership with Annuity, Life, and other types of proven lead vendors in the industry. If you're in need of a new fishing hole, or want to try something new, we can connect you to the prospects you're looking to grow your practice.
Our seminars are Fresh & New with content that was built and tested by our founder. Get in front of either retiring prospect, Social Security planning prospect with our proprietary workshops.
A complete process, including training in the process of completing the 1st, 2nd, and 3rd appointments, in a timely manner that ultimately helps your client get the information they need to complete the transaction.
Becoming better at helping others is an extension of our desire to make sure those who needed us are taken care of with more than just financial stability. Let us help you build a referral based practice.
The business-building strategy behind our proprietary Tax programs are straightforward: when you provide tax preparation services in your community, you grow a loyal client base that comes back to see you – tax season after tax season.
The entire team at PIEXEC is dedicated to making your life easier, seriously! We want to learn your every need so that we can anticipate the machinery, inventory, and staff it will take to process your projects with the speed and dependability that makes you indispensable to your customers.
The EG is new, the knowledge and analytics behind it are not. Our team’s intimate knowledge & experience covers every area of the estate planning process.
Learn from our experience and
build your success.
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