The simple answer is: No - you do not need to be a lawyer, accountant, or advisor to offer estate and tax strategies, but it certainly helps if you have the background, training, and even experience working with diverse legal and financial matters.

The longer version of that answer is NO, as long as your involvement does not involve traditional legal or tax related work - which it does not in this case.

We will handle that on our end. Your work with be more "front-end", more focused on marketing, sales, advertising, and lead generation.

In short, we have developed a model where you can start an online legal and tax consulting firm, tap into this massive opportunity that exists for the next 20-30 years, and scale your net worth by partnering with us.

Yes.

We offer an affiliate program where we'll provide you with a marketing material and a website to capture leads and set appointment with our internal consultants. We'll handle the sales, conversion process, and servicing the clients.

This is ideal setup for those individuals looking to generate additional revenue without getting too deep into complexities of the legal or tax strategies being offered and rather focus on creating a stable, sustainable, and lucrative revenue stream by focusing on the front-end work (marketing, advertising, and lead generation).

We also offer a joint venture arrangement where we partner with businesses who are interested in getting involved in this industry at a deeper level and fuse our estate and tax planning services to their existing offers and services. This would involve a small investment based on the level of interest you have and would be closer to a traditional joint venture partnership that is designed to last several years.

Affiliates can expect to pay a small licensing fee in the range of $500-$1,500 to receive basic training and access to licensed and copyrighted material that they can use to generate leads.

We charge a fee to ensure our unique marketing material is in the hands of responsible and honest people who are not looking to steal our material, dilute our brand, or become competitors by infringing our intellectual property. Unfortunately, this has happened multiple times in the past and happens to thousands of hard-working and honest business owners out there. We interview all affiliates to ensure we're on the same page.

For joint venture partners, we have several options.

We can create a partnership where these services would be integrated directly into your website and the services would be blended and fused with your current services. This would involve designing a workflow that suits both our objectives and adds massive value to the clients we serve together.

We can also create a more robust joint venture where we focus on a specific vertical, customer database, or type of transaction, and we either co-create new offers or fuse our services together.

We typically joint venture with firms that are already in this marketplace or offer services that are directly related to "estate and tax planning" and cover asset protection, tax reduction, and portfolio restructuring.

The fees and commissions are based on the product or service being purchased by clients.

We typically pay somewhere between 10-15% of revenue to affiliates, and split 25-50% of profits with joint venture partners who commit to growing with us and investing in marketing or other services together.