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FREE SEMINAR TOOLS
with purchase of Roth Sales Arsenal
Seminar Slides
(with speaker notes)
Ads and Mailers
that make you the expert
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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!
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