LEVELUP

SALES TRAINING + BUSINESS RESOURCES

LEVELUP

SALES TRAINING + BUSINESS RESOURCES

Attorney Partnership

Lenhoff Financial has established a partnership with TaxRx Group, a network of attorneys operating across state lines. This collaboration offers significant benefits to both our clients and agents. Please follow the steps below to guide your clients through the process:

Share the Unique Account Creation Link: Provide your client with the unique account creation link specific to the Lenhoff Financial agency. This link enables them to create an account with TaxRx Group.

Client Account Setup: Once your client receives the link, they can create their TaxRx Group account and access a trust proposal tailored to their needs. You are also encouraged to share the video tutorial below, which will walk your client through the quick process.

Referral Compensation: If the client decides to proceed with TaxRx Group's services, you, as the referring agent, will receive a referral compensation.

This partnership is an excellent opportunity for us to provide even more support to our clients. 

Attorney Partnership

Lenhoff Financial has established a partnership with TaxRx Group, a network of attorneys operating across state lines. This collaboration offers significant benefits to both our clients and agents. Please follow the steps below to guide your clients through the process:

Share the Unique Account Creation Link: Provide your client with the unique account creation link specific to the Lenhoff Financial agency. This link enables them to create an account with TaxRx Group.

Client Account Setup: Once your client receives the link, they can create their TaxRx Group account and access a trust proposal tailored to their needs. You are also encouraged to share the video tutorial below, which will walk your client through the quick process.

Referral Compensation: If the client decides to proceed with TaxRx Group's services, you, as the referring agent, will receive a referral compensation.

This partnership is an excellent opportunity for us to provide even more support to our clients.