MARKETING SYSTEMS
  • ​EPIC Estate Planning
  • Client pays $2,700 for Living Will, POA, Trust
  • Free Onboarding Specialist for the client to access with unlimited changes
  • 10% Revenue Share (Agent Income about $270)
JOIN NOW
 Cost - $5,997 and $97 month (Changing Soon)
Includes:
- SEMINAR AT THE LIBRARY (1st One is Included)
​- CRM
- WEBSITE
- Marketing tools (Videos)
- Training University

INFORMATION LINKS​
Epic Information - Dropbox Link
Advisor Presentation - Slides
Recorded Intro Meeting - VIDEO
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SALES LEADS
Square One Advisor 
​480-275-9280
[email protected]

​SPECIAL OFFER
Facebook Leads - $847 per month, avg 20-25 leads mo. (FIA/IUL) Using a customized video with your logo (SAMPLE)
Financialize Leads
707-297-9504 
[email protected]
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​Lead Concepts
800-283-0187
Email Link​
Seminar Marketing
More details under: Tax Seminar #1
(Scroll down to "Before the meeting", and look for the "Advertising" section as shown below)
Learn how to sell to a Business Owner
(Tax Mitigation and Premium Finance)
Learn how to market Seminars
Learn how to Sell Annuities
We are experts on Retirement and Tax Planning Strategies.

(Click to Expand)
We appreciate your Online Review!
Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com

Business Tax Mitigation for Business Owners
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-registered investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online, and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county; we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS >>>>>>>