Tax Advisory Path for Insurance Agents | Free On-Demand Webinar

In this on-demand webinar training, the #1 Tax & Legal Expert in the Nation opens up his personal playbook and teaches you:

How to get PAID like a financial professional (even if you’re "just" an insurance agent).
How to OWN the client relationship and eliminate the need for a middleman.
How to become a Certified Tax Advisor and achieve recurring revenue for your practice
The 3-step system to build a profitable, scalable practice that supports your insurance goals.
How to stand out from the competition (most agents don’t offer tax strategy).
How to maximize tax savings and wealth building for clients.

Mark J Kohler pointing at a white board

The Life Insurance Agent’s Playbook for Financial Stability & Success

Life Insurance Agents, ask yourself…

“Are you tired of chasing policies just to keep the lights on?”
“Are you frustrated with client roadblocks and torpedoed deals?”
“Does your income feel more like a rollercoaster than a rocketship?”

You’re not the only one. As keeper of the playbook, Mark challenges you to become the starting quarterback for your clients & business…and this is your next-level training camp. It’s time to put real points on the board!

Who is this webinar for?

This is for licensed life insurance agents who:

Struggle with inconsistent cash flow and want recurring revenue
Are tired of CPAs, attorneys, and other gatekeepers blocking deals
Want to own the client relationship instead of waiting for referrals
Are ready to level up their business and get paid like a real financial expert

What will I learn?

Three major hurdles holding life insurance agents back—cash flow instability, client funnels, and “torpedoes” from other financial pros—and how to overcome them.
The step-by-step game plan to becoming a Certified Tax Advisor and adding a whole new revenue stream to your business.
How to package and price tax advisory services so you’re earning predictable, recurring income (instead of just waiting on commissions).
The key to positioning yourself above CPAs and attorneys—so your clients come to you first, every time.
How to build a thriving, sustainable practice that feeds your life insurance business instead of forcing you to constantly chase new policies.

Do I need to be a CPA, EA, or financial advisor to do this?

No! You do NOT need to be a CPA, attorney, or licensed financial advisor. This system teaches you how to become a Certified Tax Advisor—a designation that does NOT require additional licensing, but gives you the ability to offer advisory services and generate consistent income.

How long is the webinar?

The webinar is on-demand, meaning you can watch it at your convenience. The full training runs for approximately 45 minutes.

How much does this webinar cost?

Nothing! This webinar is being offered to you 100% FREE of charge. No credit cards or crypto required. Your attendance is good enough for us.