"Doug's message to agents concerning the Roth conversion opportunity is consistent with my experiences when I discuss Roth conversions with my clients. Few people will ultimately convert but if you know how to conduct the Roth conversion interview you will discover numerous opportunities to help your clients achieve their objectives. His software tools are superior because of their simplicity and the ease that they convey what otherwise can be a complex concept."
— Craig Randall
Free! Just published: The definitive 170+ page e-book on Roth conversions by Doug Warren, "Mr. Roth IRA"
This new book, The Roth IRA Boom for Advisors and Their Clients, packs 36 years of experience, and covers everything on Roth IRA conversions chapter and verse. Technical aspects, tax code information, selling techniques and strategies. It must reading for anyone who's going to get into this business. Works hand-in-hand with other products in the Sales Arsenal to make you sales-ready, right away.
Chapters include:
- Chapter 4 — Income Planning for Clients Who Need IRA Distributions
- Chapter 5 — Build Reserves and Transfer Wealth to Heirs
- Chapter 6 — Social Security Tax Reduction and Other Reasons to Convert
- Chapter 8 — Conducting a Roth IRA Seminar
- Chapter 9 — The Initial Client Interview
- Chapter 10 — Your Pivot to Product Sales
- ...and much more!
More Roth Marketing Power Tools
(purchased separately)
