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Partner Resources

Access tools and materials designed for advisors and strategic partners to help identify opportunities, introduce the strategy, and deliver greater value to high-income clients.

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The Oakwood Summit Advisor Partnership Packet

Deliver more, earn more, and differentiate in a competitive market.

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Advisor Pre Qualification Framework

A structured system to help you quickly identify which clients are strong candidates for advanced strategies, so you can focus your time on the highest-impact opportunities.

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Advisor Pre Qualification Form

A simple, guided form to capture key client details and streamline the introduction process—ensuring faster, more efficient strategy evaluations.

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Discovery Call Outline

A step-by-step framework for leading effective client conversations, helping you uncover opportunities, position the strategy, and move qualified prospects toward implementation.

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Advisor Reference Sheet - 1 Page

A quick-reference guide with key talking points, positioning language, and core concepts—so you can confidently introduce advanced strategies in any client conversation.

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Advanced Retirement Plans : White Paper

A comprehensive guide outlining the structure, benefits, and strategic application of advanced retirement planning for high-income clients, designed to deepen your expertise and support more sophisticated conversations.

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Advanced Retirement Plans - 1 Page Flyer

A clear, client-friendly overview you can use to quickly introduce advanced retirement strategies and spark interest in deeper planning conversations.

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Still have questions?

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Most business owners do—because no one has ever shown them how to use their tax bill this way.

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Want to see how much of your taxes could be turned into personal wealth?

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