Advanced Sales Team

We believe that getting and keeping the producer focused on marketing, education and sales will drive the producer to focus on becoming a proactive tax planner in order to better serve their client. It is our goal to involve the producer in the Paragon system to allow him or her to see more clients and prospects by allowing us to be a full back office plan design team. The Paragon Advanced Sales Team is comprised of Investment Advisor Representatives, Registered Reps, CPAs, EAs, and Estate and Tax Attorneys. All of these properly licensed professionals will create a plan for you called a Tax Smart 2nd Opinion. Each plan is presented to the client from a Tax Smart Perspective, which has been the perspective used to build the plan that Paragon has built for you to deliver to your clients.

We accept online illustration requests. Please fill out the form below to have your illustration requests sent to our advanced sales team. Please allow 24 hours of processing time on these online requests. For immediate assistance, please call (844) 952-7279 and choose Option 2 and then Option 1. If we need additional information, we will reach out to you on the contact information you list below.











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