Learn effective Roth conversion sales strategies, how to conduct seminars as well as one-on-one presentations, technical aspects, demo software features, and other information you'll need to know to take advantage of "The Great Roth IRA Rush"! Click any part below to get started...
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)
