The Zero Tax Roadmap℠
Intelligent tools for retirement planning
We have a program specifically designed for accountants that provides the following benefits:
1.) A significant reduction in retirement taxes for your clients.
2.) A substantial increase in revenue for your firm.
3.) The potential to attract and retain additional clients by incorporating this program into your practice.
We have demonstrated tremendous results from our “Strategic Alliance with Accountants” program. The synergy created by an alliance between you – an accounting professional – and an IWG agent, will clearly benefit your clients. In turn, this will benefit your practice.
Our proprietary website contains more information about how our “Strategic Alliance” program works. We have also provided bios of IWG's founders and your local IWG agent. Please call us to answer any questions you may have.
We also suggest visiting our consumer website – www.IWGadvisors.com – for an overview before logging into our proprietary site. It will take about four minutes to read and two minutes to watch the video. To access the video, you will need to insert your email address as directed.
Call or email us to request access to our proprietary website for accountants (we will provide a username and password for qualified professionals).
Impact Wealth Group provides access to leading money managers through its affiliate, IWG Investment Advisors LLC. We have long standing relationships with some of the oldest and largest insurance companies in the world – and understand that to provide the highest level of client service requires access to a full range of financial services.
Offices in Fort Lauderdale, FL • Naples, FL • Dallas, TX