Free 2-Day Challenge · For Licensed Agents
Discover the 3‑Step Recipe Tax Assessment Client In 7 Days or Less
Your clients have a tax problem. Their CPA files it, nobody plans around it, and the conversation that could have been yours happens somewhere else — or doesn't happen at all.
Two live sessions, one hour each. You'll build a list of 20 qualified candidates, learn the outreach that gets them to respond, and see the exact process our tax closing team uses to take them from “interested” to a closed Tax Strategy Assessment. The whole recipe for your first tax client in one week or less. No contract change. No cost.
Claim My Spot — It's FreeFree to attend · For licensed insurance agents
Step 1 — Build Your List of 20
Day 1. The basics of what makes someone a qualified candidate for a Tax Strategy Assessment. We go through your book, your past clients, and your network together, and you leave with 20 names.
Step 2 — Reach Out the Right Way
Day 2. Simple, targeted outbound messages that get replies — not the “let's review your coverage” messages that get ignored.
Step 3 — Connect Them to Our Team
Day 2. A walkthrough of the funnel: how interested prospects get connected to our tax closing team, and every step they go through to become your first tax assessment client.
Claim Your Seat for the Challenge
September 29–30
This Challenge Has Ended
The September challenge wrapped on the 30th. The free Advanced Opportunity Masterclass runs every Wednesday, and registering for it is how you'll hear about the next challenge first.
Go to the Weekly MasterclassFree Registration
Save My Spot for Both Days
Your information is 100% secure. We never share or sell your data.
One registration covers both sessions. You'll get the join link.
What Two Days Changes
You Don't Need a Better Product.
You Need a Better System and a Team to Support It.
The Tax Strategy 2-Day Challenge isn't a product training, a licensing course, or a recruiting event with a workbook. It's two working sessions that hand you the full recipe for your first tax assessment client: who to contact, what to say, and where they go next.
It's called a challenge because that's the honest word for it. Two days won't make you a tax expert, and it doesn't need to. You find the right people and start the conversation. Our tax team handles the strategy and the close.
Claim My Spot →How the Challenge Works
Three Steps. Two Days. Your First Tax Client.
The tax conversation is already happening — just not with you. Your clients and your sphere of influence have tax problems nobody is planning around. Here's exactly how the challenge puts you in that conversation.
Find Your 20 Qualified Candidates
We'll teach you what makes someone a qualified candidate for tax strategy, then help you identify 20 names in your book of business or your sphere of influence who could benefit from a tax conversation.
Start Conversations Without Sounding Salesy
You'll get our proven scripts and outreach to start real conversations — without sounding salesy or pushy, and without putting your reputation on the line.
Plug Into Our Proven Process
Walk through our simple, proven process for connecting warm clients with experienced advisors, who take them through the assessment and the sale.
All of this in two days — with the potential to close your first client within seven.
September 29–30
The Two Days
What You'll Walk Away With
A list of 20 qualified candidates for a Tax Strategy Assessment, pulled from your own book and network
The basics of who qualifies — so you know who to prioritize and who to skip
Targeted outbound messages you can send the same day, built to get a response
A clear map of the funnel — from first reply, to our tax closing team, to a closed assessment
A clear split between your role and the team's — you bring the relationship, the closing team handles strategy and the close
The full recipe for your first tax assessment client in 7 days or less
Your Instructor
Meet Alvin Ubaldo
Alvin Ubaldo
Founder, Valoram Solutions · Financial Services Professional
Alvin Ubaldo is a proud American immigrant from the Philippines with over 15 years in the financial services industry. A husband and father of three sons, he entered this business the same way most agents do — he was recruited. Someone put a hand out and pulled him up, and he has been open about the fact that he would not be in this industry otherwise.
Over the course of his career he has personally recruited, trained, and led thousands of agents, and sat in tens of thousands of sales conversations. What he found is that the ceiling most agents hit has nothing to do with effort or talent — it's that they were handed the same products and the same script as everyone else and told to go compete.
Today Alvin leads Valoram Solutions with a tax-advisory-first model, working alongside CPAs and tax specialists. A devoted Christian who holds integrity and transparency as the cornerstones of lasting trust, he teaches this material openly — including to agents who have no intention of ever joining his organization — and built the tax-advisory-first system this challenge teaches, alongside the CPAs and tax specialists on the closing team.
Common Questions
Frequently Asked Questions
Is a first client in 7 days guaranteed?
Do I have to join your organization?
Who is this challenge for?
Do I need to know about taxes?
What happens when someone I contact is interested?
Do I have to attend both days?
Is there a cost to attend?
Two Days Only
Two Days. Twenty Names. Your First Tax Client.
One registration covers both sessions. Free to attend, for licensed insurance agents.
Free Registration
Claim My Spot
Completely free to attend.
Your information is always protected.
September 29–30