*For use of licensed insurance and financial professionals only.

With a Wholesale Director guest, we go over 2 market ready strategies that you can implement today!

1. The "Perfect" Roth Conversion Strategy

The Challenge: Clients know they need to convert to a Roth, but the upfront tax hit stops them cold.

The Breakthrough Solution: Learn how to use an innovative annuity structure with a 40% Floor to help recover the tax burden on conversions and distributions—moving assets into a tax-free environment far more efficiently.

 2. The "Perfect" Roth Conversion Software

The Challenge: What's the sweet spot for converting your clients assets, over 5, 7 or 10 years? 

The Solution: Every client situation is different - we got you covered! Watch how a simple illustration tool will lead to more appointments & sales.