Why EZ Roth Converter was Created:

- It’s been 40 years since our founder entered the Life Insurance/Annuity World right out of college because of 2 of his family members who got fleeced by “Financial Experts” lost over 50% of their Retirement Nest Eggs and did it in less than a year! We’ve have seen first hand how agents have given bad advice to their clients and have since become experts at IRAs,TSPs, and other such tax-deferred plans.

- These strategies are for Annuity Agents, Life Agents and Financial Advisors who are looking for the best way to differentiate themselves from the competition by offering a “better mousetrap” to their clients and prospects AND close larger deals they likely couldn’t close without these strategies.

- People blindly got into 401Ks/IRAs at work because they were told it went in and no taxes were paid on that money… YET! Any time the Government allows you a tax break with a limit, it is either a very low limit or it has ramifications to your wallet down the road. The IRS offers no help in the form of advice when it comes to taxes, tax planning, retirement, etc. They are happy to give you a pamphlet with the laws (we all know how easy those are to read) or they send you to a website to find it out for yourself!

- It is extremely difficult for any Annuity Agent to differentiate themselves from the competition for the simple reason they are all selling the exact same annuity - by law! A new strategy in the Presentation component is an extremely valuable tool; especially if it carries the prospective client to the finish line quickly - This is what EZ Roth Converter does!

- Most people agree that taxes in the future are going up - they almost have to - we just don’t know when or how much they will go up! Disinheriting Uncle Sam is a higher priority now more than ever and showing them a “better Mousetrap” to do so is high on their priority list> No one got into an IRA hoping they could cause a tax burden on their children either! What you will get using these strategies is larger cases, less Suitability issues (you are simply changing the taxability of the account, in most cases) , shorter sales cycle time (they don’t need to think about numbers they can see in black and white) and bigger commissions!

- Use our 40 years in the industry as a resource to close more, bigger deals, help your clients and prospects and really make a difference in how people look at the future tax problem their Tax-Deferred Accounts (IRAs, TSP, 401Ks, etc.) have created.

• - If this all sounds good to you, here’s what awaits you inside the EZ Roth Converter:

#1 Implementing EZ Roth Converter into the workflow

If you are not helping people convert their Tax-Deferred Accounts to a Roth IRA WITHOUT depleting their account to pay taxes, you are missing out on the biggest sales of your career! Your Potential Clients will see, in one screen shot, how they can disinherit Uncle Sam and they TAKE ACTION! They don’t tell you they need to think about it so they can ask their CPA, Attorney or Financial Advisor - because those people have never shown them anything like this before - 4 different strategies to keep Uncle Sam out of their pockets!

#2 Your clients get a Personalized Presentation

Until this strategy is made into a software (later this year), we will be presenting the proper customized strategy to your client and be seen as a third party reference - and who better to explain how the strategy works than the creator of the software/spreadsheet!? All questions from the client about the strategies will be answered and we will leave all of the policy-based questions for you to answer. From experience, it gives the client the sense that different departments handle different issues and the “expert” is on their side.

#3  The Strategy is Customized

The strategies are customized based on the client’s age, account value, blended tax rate and their comfort level with plan term lengths. This is not a One Size Fits All solution!

#4 Our Clients typically don’t need to “Test the Water!”

With the EZ Roth Converter strategies, the client can see on one screen why they should move the entire Tax-Deferred Account (all of them if they have more than one) into Roth Conversion Mode and take advantage of the plan you put in front of them to best strategize the Disinheriting of Uncle Sam!

#5 People will refer STRATEGIES long before they will refer PRODUCTS

Imagine your client telling their family, friends, neighbors and Church members “Hey, I came across a strategy to convert my IRA/TSP/etc to a Tax-Free Roth Account without depleting my account to pay the taxes to Uncle Sam! This is much more likely than that same person trying to explain how a policy rider or two helps them down the road!

…That’s it; Just the critical stuff you need, nothing less.

What’s The Catch? 

Since there are only 4 carriers in the US that allow this strategy, you need to be contracted with us for those carriers and run that business through us - it is only fair. There is no cost for services or software related to this strategy. No catch! You will experience a lateral move of your contract to a GA Level commission.

The Investment? 

You will need to spend time learning the presentation and learn everything about the policy you represent and know them both WELL. People with very large accounts did not happen by accident. They are savvy and knowledgeable and any hesitation will quickly downgrade their confidence level in your ability to help them!

You will also need to invest in a Marketing program that feeds you appointments with High Net Worth Clients on a very regular basis. In my 40 years, I have said many times - “I don’t care what you are doing for quality leads - do it until the wheels fall off. Then find something else. I do have a couple reputable Lead Gen Sources to help.

What Happens Once You are IN?

This program is designed to get you a minimum of 2-3 sales each month with an average sale at around $600,000 or more - all at 6.5 - 7.0% Commission.
Do the Math! This is well over $1 Million Annually before Lead Gen. or any Office Expenses.

You pay nothing to us for our\ time. Currently, there is no fee to use the software or have us present the strategy to your clients on your behalf. Simply book the time on the calendar.

You emerge from the other side with at least $500,000 in Annual Commissions - or you aren’t trying!

If you’re ready, we are ready & excited to work with you.