Rao Garuda, Simon Singer, and Brandon Stuerke have joined forces to create the industry’s first, elite tax planning institute on February 25th & 26th, 2016 in Orlando, Florida.

At This Event You’ll Learn:

  • Create a Unique Marketing And Lead System That Will End Your Prospecting Problems.
  • Create Both Financial And Emotional Security For You And Yours.
  • Open Conversations With The Affluent Using Rao & Simon’s “12 Power Questions”
  • The Top 3 Tax Planning Strategies Rao and Simon Have Used For Years To Generate 7-Figure Incomes!
  • A Proven Marketing Blueprint For Attracting The High Net Worth Without Relying On Direct Mail or Seminars
  • Simon’s Top Strategy Used To Close 52 Life Cases Each Resulting In Premiums In Excess Of $200,000!
  • Separate Yourself From The Competition And Gain The Respect of Professional Advisors.
  • Help The Affluent Create Deductions Today For Gifts Not Made Until After They’re Gone.
  • Use Timing, Combining, And Sequencing To Create More Income In Retirement.
  • Strategies To Convert Qualified Plan Accounts To Roth IRAs, Without Suffering Huge Tax Losses.

Click here to see the full agenda.

Questions About Attending? Call (844) 219-9088 or click here for more details.

Date & Time


Orlando, FL, United States

The Tax Planning Institute Advanced Strategies Summit

Orlando, FL, United States