with your whole client list at risk? Losing your reputation in the community? sleepless nights?

Are you a respected Captive Forum   attendee gambling  with your hard-earned practice with cards’ risque planning?

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If you’re still using antiquated house of cards planning or other strategies du-jour, then this is the right place for you…

See below how to qualify and sign up at the Captive Forum speaking event of the year (check on-site guide for my presentation):

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Opportunity is knocking
BEFORE you arrive in Miami for the Captive Forum
Feb 9-11th 2022...

Are you Answering?

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Captive Forum Sponsor and Insider reveals how to recession-proof your

Business with the Captive’s #1 Alternative Advanced Tax Planning for affluent overly-taxed business owners .

Limited Spots Available for Captive Forum attendees Post-Conference hours Private Meet and Greet 

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Think it can’t?  it’s happening as we speak.

What you will learn

  • Learn the #1 Captive Insurance alternative planning that fits the same Captive client profile and provides greater annual revenue streams while creating more free time with your family;
  • Learn the 2 simple steps to alleviate what’s keeping your Captive clients up at night and how to tap into this $30 trillion dollar market your missing in your business.

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  • Learn little-known techniques to prevent IRS from gaining access to your Client List and decimate your firm's source of revenues;
  • Learn simple steps to create your narrative to protect your book of business, remove sleepless nights and take the worry away - and it may not be what you think.

As a Bonus

The #1 Method for stopping the IRS Investigation in their tracks, regain sleepless nights and your practice confidence. As told by real life case.
It’s happening right now, whether you know it or not. Your client list is at risk of being harvested and accessed by the Government (aka the IRS).