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Done Deal

Affiliate Referrals

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FREE TAX AND FINANCIAL LITERACY SEMINARS

An educated MONEY Customer is a great customer. Refer your friends, customers and employees (even yourself) to one of our low-cost and no cost financial literacy events, such as seminars, webinars, podcasts, and workshops.

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Refer to Join one of our Edutainment Events lead by licensed Insurance and Tax Advisors and Play your way to wealth! We use dynamic interactive game plays to simulate real life where players engage in scenarios of making, investing, growing and protecting money, while also experiencing success principles on life, work and money.

Players discover money habits, attitudes, knowledge and understanding of money and their true level of risk-taking with finances.

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Let us take the stress out of filing your Business Entity Tax Return with our expert services. Our professional team ensures that you get the maximum possible refund while also keeping you in compliance with all legal requirements. Plus, refer our services to others and get paid! Choose from weekly, bi-weekly, and monthly payment plans starting at just 30% down. And don't forget to ask about our trade-lines to help build your business credit.

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CANNABIS INDUSTRY BUSINESS INSURANCE

Cannabis businesses face unique risks and challenges, which is why it’s important to choose an insurance provider who understands the industry. Our Cannabis Industry Business Insurance policies are designed to protect your business from any unexpected events, including theft, property damage, and liability claims. And with our referral program, you can earn extra income while helping other businesses in the cannabis industry stay protected.

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FINANCIAL SERVICES

Our Financial Services company is here to help you navigate the complex world of retirement planning, estate planning, college planning and more. We offer services for both workers and self-employed individuals, as well as small business owners. Plus, with our referral program, you can get paid for recommending our services to others. Contact us today to learn more.

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Our Entity Formation Service provides everything you need to form your own business entity. From consulting to paperwork filing, we've got you covered. And now, with our referral program, you can even earn money by referring other entrepreneurs to our services. Let us help you take the first step towards building a successful business.

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At Personal Delete Credit Repair, we have partnered with a company committed to providing individualized credit repair services that will help you achieve financial freedom. We pride ourselves on offering a comprehensive approach that focuses on identifying and removing negative items from your credit report. With our referral program, you can even get paid for referring your friends and family to our services!

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BENEFICIAL OWNERSHIP INFORMATION REPORT

The new law on corporate transparency requires small business entities to file beneficial ownership information with FinCEN. Our Beneficial Ownership Information Report service is specifically designed to help you navigate this new law and ensure that your business stays compliant. Trust us to guide you through this process, so you can focus on what you do best - growing your business.

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We provide INSTANT  and Agent Reviewed Insurance Policies for Small Business Owners.

 

All Agent Reviewed Illustrations and policies are TAILORED and CUSTOMIZED insurance and protection solutions for small businesses, business owners individuals and their families.

PERSONAL

  • Auto, Classic Car, Condo, Dwelling Fire, Earthquake, Flood, Home, Mobile Home, Motorcycle, MotorHome/RV, Personal Umbrella, Pet, Renters, Watercraft.

COMMERCIAL

  • Business Owners Policy, Commercial Auto, Cyber, General Liability (GL), Professional Liability, and Workers Compensation.

LIFE

  • Term, Permanent, Universal Life, Indexed Universal Life, Whole Life, Accident, Disability and more.

    • Great for Mortgage Protection, Business Buy/Sell Policies, Key Person, Company Owned Policies and more.

HEALTH

  • Major Medical with Vision, Dental, and Behavioral (Affordable Health Care Act and Medicare Advantage and Medicare Supplements)

  • Virtual Tele-health Options

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We offer weekly, bi-weekly and monthly payment plan options with deposits starting at 30% down. Select from different subscription plans for Business Entity Bookkeeping options.

We offer Business Bookkeeping options and trade-lines to help build your business credit.

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Submitting your individual tax returns has never been easier. We offer comprehensive tax return preparation and filing services that are cost-effective while maintaining the highest standards of quality. If you have a small business owner in your close circle, you could get paid for making a referral to us for individual tax return preparation and filing. Don't hesitate, contact us today to get started.

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PRE NEED FUNERAL INSURANCE

Preparing for the unexpected is crucial, and that's where our Pre-Need Funeral Insurance comes in. Our policy ensures that your funeral arrangements are taken care of ahead of time, providing your loved ones with peace of mind during a difficult time. As an added bonus, our referral program allows you to earn money by referring others to our services.

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Are you a small business owner looking to grow your business? Look no further than Small Business Development. We offer a range of services and programs to help small businesses increase their revenue and profitability. Our referral program ensures that you get paid for bringing in new customers and our marketing and distribution campaigns will help increase visibility for your brand. In addition, our Capital Sourcing Partner can help you secure the funding you need to take your business to the next level.

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SMALL BUSINESS CAPITAL OPTIONS

Are you a small business owner looking to expand your business but struggling to find the necessary capital? We've got you covered! Our small business capital options provide the support and resources you need to take your business to the next level. And with our referral program, you can even get paid for helping others in the small business community. It's a simple and effective way to make a difference.

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BUSINESS CREDIT BUILDER

We offer a free business scan of 150 data points on your business and let's you know where you stand for business financing. Our Business Credit Builder program offers a comprehensive credit building service for businesses looking to expand their access to capital. Additionally, our referral program provides a unique opportunity for our clients to earn money by referring other businesses to us. With our guidance and your referrals, you can build a strong credit profile that will help you achieve your business growth goals.

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Project Name

This is your Project description. A brief summary can help visitors understand the context of your work. Click on "Edit Text" or double click on the text box to start.

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