DTAX 2022
A NEW YOU
VIRTUAL LEAD
SALES

A SUSTAINABLE & DUPLICATABLE PATH TO $250k A YEAR

 

OUR
MARKETS

Each market has a specific demographic and need. Click on each category to get an understanding of these markets and how to lead clients to their desired results.

OUR
PHILOSOPHY

We believe that creating momentum in this industry requires mastery of both the WARM market as well as the LEAD driven market.  Our new plan uses the warm market as an initial training ground for agents to sharpen their skillsets in presenting, directing and closing prospects and clients.  The sales into these markets will create a funnel of referral based leads as well as fund the purchase of digitally marketed leads.  We will utilize technology based marketing campaigns, tracked in a professional CRM, to make sure that we capture every bit of sales potential from all leads now and into the future.  These new tools will create the sustainable income stream agents desire.  

 

TRAINING &
SCRIPTS

The key to success in this new era is mastering the ability to guide the client to the result they want and need.  Each market requires a specific approach and strategy to provide a viable solution.

Hover over each category to see the scripts and training videos.

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TAX FREE RETIREMENT

COMING SOON

 
 

OUR 
PROVIDERS

Each product provider below has a certain program that addresses a specific client's needs and personal situation.  Study the details of these providers so that you can prescribe the product that brings the most results at the most effective price.

Hover over each logo to see the features and benefits of their programs.

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THE
LEADS

We DO NOT do any telemarketing or cold prospecting, instead we use high intent leads to produce sustainable and scalable sales results.

 

We source our leads from the best digital and direct mail marketing companies in the U.S.  Potential clients submit requests for the products we offer and we contact them to give them info and get them approved for a policy.  

 

 

 

ADVANCED
CONCEPTS

Once you have reviewed the general training pages above, review these advanced topics to further hone your skillsets.  Click each icon to go to the training pages where you will find videos, audios and scripts to help you succeed.

 

 

THE
NUMBERS

80%

LEADS WILL PICK UP THE PHONE

60%

WILL SET 2ND APPOINTMENTS

50%

WILL BUY A

PRODUCT

2/10

LEADS WILL TURN INTO A SALE

 

GET IN 
TOUCH

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CONTACT

156 So Spruce Avenue Suite 204

South San Francisco, CA 94080

C:  415 812 6441