Capital Gains Tax Reduction

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WELCOME

After you submit this case, you should hear back from either Bill Hall or Ryan Herche with in a few hours. If you do not hear back within the same business day, THEN PLEASE CALL US. BILL HALL'S CELL IS 704-689-9196 AND RYAN HERCHE IS 916-281-5088

Keep the main thing... the main thing... Promote the professionals in your back-office until the appointment is set and the prospect is sold on taking an application.

*** THE MANAGING DIRECTOR'S ROLE IS TO MAKE SURE THERE IS ALWAYS A FOLLOW UP DATE AND CALL OR TEXT US 1 MINUTE AFTER WE MISSED THE FOLLOW UP DATE. IF IT'S SALES CALL, THEN MAKE SURE YOU CALL OR TEXT US 5 MINUTES BEFORE THE SCHEDULED TIME!!

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WELCOME

After you submit this case, you should hear back from either Bill Hall or Ryan Herche with in a few hours. If you do not hear back within the same business day, THEN PLEASE CALL US. BILL HALL'S CELL IS 704-689-9196 AND RYAN HERCHE IS 916-281-5088

MANAGING DIRECTOR'S CONTACT INFORMATION

Prospect's Information

PROSPECT'S INFORMATION

CAPITAL GAIN REDUCTION

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