Refer Your Clients

A video consultation will be sent to your client to determine the type of plan they may need. An advanced plan may be necessary in cases involving one or more of the following:

  • Tax Planning

  • High Net Worth ($3M+)

  • Business Owner

  • Legacy/Charitable Planning​

  • Special Needs

  • Asset Protection

  • Non-US Citizen/Non-Permanent Resident

  • International Assets

Our Global Reach

United States (50 States)

Mexico

Brazil

Philippines

France

Great Britain

Honduras

Peru

Colombia

​Dominican Republic

© 2024 IMPowerED™