Lifetime Advisors Training
Do This First
Sign Up For The ABN Email Blast List for Lifetime Advisors Tax Strategy Team
(If you're on the EP Documents email blast, then you don't need to sign up for this)
Our Weekly Zoom Calls
ABN Lifetime Advisors Sales Zoom on Fridays at 11:00 am EDT on our zoom call line:
You must log in with your first and last name to be approved (only if you're contracted already)
Lifetime Advisors University
Registration https://www.lifetimeadvisors.com/university/
Make sure to use the same email each time to login
Forgot your password, click "Lost your password"
If you still cannot login contact Agentsupport@lifetimeadvisors.com
Latest News You Have to Watch
Here are some important videos breaking down how we will treat the ERTC program for 2024 in light of the recent crackdown by the IRS on companies that are not following the guidance properly.
How we know how to qualify eligible clients based on the IRS Guidelines
https://adilo.bigcommand.com/watch/1Yi2WMTz
How we will ensure the client is eligible by incorporating IRS language in our questionnaire
https://adilo.bigcommand.com/watch/DfRXg7Yd
How our process complies with how the IRS measures eligibility
https://adilo.bigcommand.com/watch/T0U_nMhK
How we handle the supply chain impact question
https://adilo.bigcommand.com/watch/Cd_3hRc9
How our Covid Impact Letter will continually improve
https://adilo.bigcommand.com/watch/DahpmQ_u
How lifetime advisors will handle the voluntary disclosure program (ERTC payback)
https://adilo.bigcommand.com/watch/DyQSw_2l
How to properly represent the LOE and audit support
https://adilo.bigcommand.com/watch/itksx4Th
Q&A with Mark
Getting Your Account Started in the "Boards" CRM
Once you get your Lifetime University Account set up, here is how you set up your Boards CRM account:
Setting Up Discovery Calls in Boards:
ERTC Quick Training
Videos
Million Dollar Earner Shares Her Secrets
Basics on Selling ERTC With Chad Reineke
Answering Objections With Tony Amatore
Discovery Calls
Example of a Real Discovery Call With A Church
Example of a Real Discovery Call With Multiple Business Owner
Audio of A Discovery Call With An Owner Of A Grocery Store
Audio of A Discovery Call With An Owner Of A Pharmacy
Video FAQ
Why should a client work with us versus the competition: https://adilo.bigcommand.com/watch/IY_jhl5g
Why Use Lifetime Advisors When Our Competition Charges Less Fees and No Up Front Payment:
Part 1 - https://adilo.bigcommand.com/watch/3I30XhwZ
Part 2 - https://adilo.bigcommand.com/watch/RMGygmJL
Why Work With Lifetime Advisors Versus The Competition: https://adilo.bigcommand.com/watch/uc8B_YlF
Why Lifetime Advisors Has The Right Proprietary Process To Maximize ERTC For Client: https://adilo.bigcommand.com/watch/ThJQcE_r
Will a Client Pay Taxes On The Recovered Money: https://adilo.bigcommand.com/watch/QtWh94W4
What Do You Tell A Client When Their CPA Is Clearly Giving Them Erroneous Advice About The ERTC: https://adilo.bigcommand.com/watch/rG9ETkVi
How To Explain ERTC To A Business Owner That Has No Idea What This Is: https://adilo.bigcommand.com/watch/8Mkf2hAZ
How Soon Will The IRS Send The Recovery Check: https://adilo.bigcommand.com/watch/YWz8VrBF
How Can We Deal With An Accountant That Is Giving The Client Bad Information On ERTC: https://adilo.bigcommand.com/watch/Vkbq2MZp
The Art of Disclaiming: https://adilo.bigcommand.com/watch/MZkSgttG
Getting Updates on Client’s Recovery: https://adilo.bigcommand.com/watch/K2yeQjAx
Question on Amendment Lookback Time Period: https://adilo.bigcommand.com/watch/__yPL_kn
Why Do We Need New 8821’s Signed: https://adilo.bigcommand.com/watch/x0azWdn_
Why Discovery Calls Work in Every Instance: https://adilo.bigcommand.com/watch/jRj2BPw7
How Do We Work With a Client’s CPA Post ERTC, Pre Tax Planning: https://adilo.bigcommand.com/watch/XH6e4aop
Marketing
Testimonial Videos
Testimonial - Church
Testimonial - Dog Groomer
Testimonial - Flooring Company
Testimonial - Dentist
Business Card Logo
Examples of Checks
Videos to Send Difficult Clients to Close
Tax Attorney Mike Hallock Explains the Full or Partial Shutdown Test to Qualify for ERTC
Tax Attorney Mike Hallock Explains the Letter of Engagement and the Covid Impact Letter
Tax Attorney Mike Hallock Explains Why He Endorses Lifetime Advisors
