I am looking forward to working with you in extending this unique service to many other conscious seeker of ways to REDUCE, DEFER, or ELIMINATE taxes on their anticipated Windfall Gains. REMEMBER, our services apply to other ordinary income or capital asset gains out there, not just to the IQD or other exotic currencies.
I prepared taxes professionally for over 31 years. I embraced all the technology of tax preparation, spoke on behalf of the IRS at events all over the nation, and created one of the first audit protection programs available to taxpayers. (I am now retired from tax preparation, but I still love helping others with education and resources to reduce taxes in a legal and ethical way.)
For the past several years I have been espousing the value in preparing for our anticipated windfall gain on the IQD. My story started 15 years ago, when, (and where), I was blessed in communicating with some of the best CPAs, Attorneys, and Financial Planners, (all of whom also has IQD in their portfolio), and given great council on what can be done to reduce, defer, and eliminate anticipated taxes on this particular investment.
A few years ago, Tony Elder invited me to create a means for others to have access to the knowledge and ways to prepare for this event. I shared what I had done with my attorney, Dave Steffensen, and we came up with MaxPlans for Life Inc. to offer basic options applicable to 90+% of the IQD holders that could save themselves, and their loved ones literally million$ of dollars when this comes to fruition. So, for the past 7 years I have been sharing these, "vanilla", strategies that can help literally ANY IQD holder. I have been very grateful for the opportunity to extend these services to the crowd that follows Tony and my counsel. Now, it's time to extend these options to others outside of our common group.
To facilitate this, we have created an affiliate program that is very easy and basic. Here is how it looks:
There are MANY ways you can market our products. You can:
Once a person makes an appointment with me, they will begin getting weekly update blog notices, (drip campaigning), to remind them of the options, and opportunities to reduce, defer, or eliminate taxes on this investment. If they follow up and join, you will be credited.
When an individual elects to join and pays, you will be notified of the agreement sale and a check will be mailed out at the end of each month with details for the monthly activities.
This doesn't cost you ANYTHING, but you can begin putting extra cash in your pocket at the end of each month, potentially recovering your MaxPlans for Life fees.
To start this process, please review and sign the agreement posted below. After that, complete the online W-9 form so we have the information for reporting it to the IRS at the end of the year.
You also have my personal phone number to answer any questions and make myself available for group presentations.
This will expand our resources to share the value of preparing for the future. ALSO, as an additional bonus:
SO, climb on board and complete the application below. I am looking forward to working with you.
All information and discussions presented are for educational purposes only, are general in nature, and are not intended as investment, legal or tax advice. Each person’s personal and financial situation is unique and different, and the information provided may not apply to or work effectively for you. By signing up for, and attending or participating in any presentations, you agree that MaxPlans for Life, Inc., and all affiliate companies, representatives, associates, or employees (“Information Providers”) are hereby held harmless from all liability and loss associated with the information and discussion provided, and as to any action or strategy you may choose to implement with regard to the same. In all events, we encourage you to consult with qualified and independent legal, tax and investment advisors of your choosing as to any idea, strategy, or concept presented herein.
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