I have been reading where some MD's are not connecting with CPAs at this time of season. One suggestion is to set a time with them after 3/15, they have corporates due then.....I had CPA reply we can talk on 23rd. The CPA this morning: " I am really interested in your back office, and if they can help me with Premium Finance, and Roth conversions" I have one business owner paying close to $10million, I didn't believe him, so I asked again, yes over $10M in personal taxes, he is in the real estate industry.....scheduled a call with Bill on 3/20.

I have been in the employee Benefits business for many years. I was providing group health insurance and some ancillary services. I started looking for more opportunities in the corporate life insurance market as I wasn’t sure how long the Employee Benefits Business would continue due to continuous regulation. I enjoy what I do, but I knew something else was needed. Corporate planning with Life Insurance was something I started to research. This is when I ran across Bill Hall and Redwood Tax Specialists. They completely changed the game. I don’t have to stop what I am doing, or study complex subjects to increase my business. Bill has assembled a world class group of professionals that work as a team to produce massive tax deductions for the wealthiest business owners. They have streamlined 5-6 highly sought-after strategies that clients love and need. As a Managing Director I just bring the clients or prospects to my back office, and they do the rest. I don’t have to be an expert in Tax Strategies or insurance. Bill has mentored me and others on how to secure these wealthy prospects and in doing so I am currently working with a steady stream of highly qualified individuals with incomes of $1,000,000 per year and net worth’s of $40,000,000 +. My marketing expenses are zero and my time is freed up to build the business. The future is very bright here at Redwood. I have never looked back. Mark Dennis Henderson, Nevada

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This is not a woe is me, self pity or bringing attention to myself post. Rather to put into context, brief as I can, my story to express my appreciation & gratitude for what Bill has done for me. In past 6 yrs I lost my greatest hero and advocate my mother. Hurricane Michael devastated our area in 2018. Then divorced after 35 yrs w/2 girls still living at home, Covid destroyed my business, I had to take care of my father. He passed away Jan 2022 then my younger sister died of cancer June 2022. All I had left was my health then “boom” I was in the ER July 2022 with Dr. advising to remove my pancreas…NO WAY! I was slowly recovering then about 2 mos. ago my health relapsed. My health began to turn for the better 2 weeks ago and I began watching all the recordings taking vigorous notes. Something began to happen to me emotionally, mentally and spiritually as I watched and listened to Bill and other MDs sharing their stories. I was DEEPLY depressed and getting out of bed was a major struggle physically & emotionally…quite honestly, I had no hope and given up. The good news is by listening to Bill and finally “getting it” regarding this incredible opportunity w/him & Redwood…HOPE & ENCOURAGEMENT was renewed within me! Bill I want to sincere say…“THANK YOU” for pulling me out of the pit of despair and depression! I am confident with your mentorship, our MD community, and the incredible opportunities available to me that my future success will be beyond what I can ever imagine!! 😎 With Utmost Appreciation! D. “Mitch” Mitchell

Just had training about how to help beneficiaries access funds almost immediately after their loved one passes away. Most people don't know that life insurance and other funds will not be given to beneficiaries until the state's official death certificate is issued. That will take weeks or even months! This program requires a little pre-planning -- and after that is done, it provides such a comfort during the extremely difficult time of losing their parent or spouse, etc. Makes the immediate grieving time a little easier.