Congrats! You have been approved to become a VIP Member.
You can now offer innovative tax & wealth solutions - Differentiate yourself from the pack
2025 ANNUAL MEMBERSHIP OPTIONS
JOIN + REFER = EARN PASSIVELY
We are a private network, and you must be referred by an existing CORE Member.
PRE-LAUNCH PROMOTION:
BECOME A FOUNDING VIP MEMBER!
Pay a one-time Membership Fee of $1,995 and receive LIFETIME ACCESS to the entire CORE Partner Program. (Limited Time Offer)
WE OFFER TWO TYPES OF MEMBERSHIPS
1
STANDARD MEMBERSHIP
STANDARD Membership is our basic Referral Partner Program. Simply refer / introduce our specialty tax services and strategies to qualified candidates and we will take it from there. We will do all the heavy lifting, deliver a tremendous benefit and you will share in the revenue generated.
2
VIP MEMBERSHIP
VIP Membership is our Agency Partner Program. You get all the benefits of the standard membership plus you get to EARN from all CORE Services, via our lucrative AGENCY - REVENUE SHARING PLAN. As a VIP Member, you can participate in our coaching system and access our internal team of financial experts.
BOTH MEMBERSHIPS COME WITH OUR DONE-FOR-YOU SUPPORT
Pay Annually
Pay Monthly
STANDARD License
(Referral Partner)
VIP License
(agency Partner)
$500 annually
fee Waived
Important: You will have 30 days to UPGRADE & lock in your VIP, "LIFETIME ACCESS" Membership
Core Services
Receive a 15% Membership Discount on CORE Services
(More then pays for the Membership)
IncentivesCHEK™
Premium Cost Seg Services Only
Core UNIVERSITY:
Online Training & Resource Center
(Limited Access)
Group Coaching
Core Community:
Online Educational Events
Community Events
Core Compensation:
Paid Affiliate Levels - 0
Earn on our Premium Cost Segregation Services- 15%
Core Marketing:
Replicated Member Referral Sites
Professional Marketing Materials
VIP
(Strategic Partner)
$1,995
(One-Time payment)
LIFETIME ACCESS PROMO
(First 50 members)
Core Services
Receive a 20% Membership Discount on all CORE Services
(More then pays for the Membership)
IncentivesCHEK™
Specialty Tax Incentives
EnergyCHEKT™
Energy and Green Building Initiatives
FinancialCHEK™
Tax & Wealth Planning / Advisory
Core UNIVERSITY:
Online Training & Resource Center
Group Coaching
Private Coaching
Core Community:
Online Educational Events
Community Events
Private VIP Events / Mastermind
Network With Other VIP Members
Core Compensation:
Paid Affiliate Levels - 2 @ 5%
Earn on All CORE Services- 20%- 30%
Member Enrollment Bonuses - $2k
Core Marketing:
Replicated Member Referral Websites
Professional Marketing Materials
Lead Generation Program
Private Labeling
SMART Marketing System (Coming Soon)
Choose your membership here!
StandarD
Access
$500
$0
lIMITED TIME ONLY
VIP
Access
$1,995
Lifetime Access PROMO
Membership Testimonials
Greg Sudderth
CEO / Strategic Service Group
"I own and operate an insurance consulting and brokerage firm specializing in providing employee benefits to a wide range of clients. When I first heard of CORE, I was immediately intrigued by their specialized tax and cost-saving offerings we could share with our clients at no cost to them. We immediately introduced one of our clients that operate large gourmet markets to the CORE savings platform. After the short discovery process, CORE identified $1,192,377 in new-found cash flow! With everything happening during unprecedented times, it's nice to be able to offer many niche cost recovery strategies that can add money back to our client's bottom line."
Greg Sudderth
CEO / Strategic Service Group
"I own and operate an insurance consulting and brokerage firm specializing in providing employee benefits to a wide range of clients. When I first heard of CORE, I was immediately intrigued by their specialized tax and cost-saving offerings we could share with our clients at no cost to them. We immediately introduced one of our clients that operate large gourmet markets to the CORE savings platform. After the short discovery process, CORE identified $1,192,377 in new-found cash flow! With everything happening during unprecedented times, it's nice to be able to offer many niche cost recovery strategies that can add money back to our client's bottom line."
Greg Sudderth
CEO / Strategic Service Group
"I own and operate an insurance consulting and brokerage firm specializing in providing employee benefits to a wide range of clients. When I first heard of CORE, I was immediately intrigued by their specialized tax and cost-saving offerings we could share with our clients at no cost to them. We immediately introduced one of our clients that operate large gourmet markets to the CORE savings platform. After the short discovery process, CORE identified $1,192,377 in new-found cash flow! With everything happening during unprecedented times, it's nice to be able to offer many niche cost recovery strategies that can add money back to our client's bottom line."
Video Testimonials
Join the CORE Community and unlock your competitive edge!
Introducing a new, members-only referral agency platform for growth-oriented financial and real estate professionals.
Set yourself apart while providing high-value solutions to your clients
Results to expect with this elite affiliate opportunity:
Differentiate yourself in your space
Open Doors faster
Help your clients improve cash flow - as well as your own
Expand your network & influence
JOIN | REFER | EARN
Our Private membership consist of the following professionals:
Tax & Accounting
Wealth Advisors
Real estate Agents / Brokers
R/E Investors
Commercial Insurance
Commercial Lenders
Business Consultants
"Dominate your space in a competitive place"
- TERRY JUDGE
TOP REASONS TO BECOME AN AGENCY PARTNER:
Tap into billions and billions of dollars in economic incentive money for your clients. ($200 BILLION)
We will teach you what type of investment properties to target and enroll w/ our property savings report.
Help small, medium and large companies access specialty tax incentives and improve cash flow.
Learn by industry experts on how to invest in real estate as well as how to reduce your tax liabilities to grow wealth 10x faster.
Build a lucrative secondary or primary income stream all on AUTO-PILOT, via our Affiliate Revenue Share Program. (MULTIPLE STREAMS OF INCOME)
MEMBERSHIP BENEFITS
Online Resource & Management Center
Replicated and Co-branded Websites
Custom Marketing Materials
Advisor Referral Platform
CORE Mastermind Group
Ongoing Training
Agency Building
Admin & Sales Support
LOOKING TO WORK W/ ONLY THE TOP PROFESSIONALS
We are a Private Membership, and you must be referred by a CORE Member and approved by CORE Management. You must also a have a minimum of 5 years' experience working in the Tax, Financial Services and or Real Estate Industries to be approved.
Once enrolled, you can begin to refer / recommend our services to your client base and or network. CORE will do a 100% of the heavy lifting. Remember, the typical savings from our work is six figures.
Your clients will THANK YOU!