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- Do you know what you need to about the Roth 2010 rule changes?
- Will you be ready when high net worth clients start asking “Is this right for me?”
- Can you maximize this business-building opportunity?
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Stand out in a crowded market! 2010 is here! Learn the facts about the IRA conversion rule changes. Arm
yourself with an array of tools and resources to help you serve clients better and give prospects another reason why they should choose your firm with the Roth 2010 Conversion Package, available through the online Roth Advisor Portal.
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Here's How You Can
Benefit
- Learn Roth conversion myths vs. facts, such as why paying taxes now on a traditional IRA conversion may be
the best advice you can give a client.
- Establish deeper client relationships—and find assets “hidden” outside your firm.
- Expand business building efforts by gaining the interest of referrals, COIs, etc.
- Position yourself as the expert and the retirement source for your clients.
- Develop new business with an educational Roth seminar.
- You get access to an analytical tool, designed by retirement experts, that can evaluate and make recommendations
for your clients' unique situation.
- Gain access to industry experts who can help you grow your business.
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Here’s What You
Get
- All of the information an advisor needs to know about the Roth changes in effect on January 1, 2010 and how they will
impact the high net worth investor.
- A complete educational package about Roth IRAs, continually updated for legislative changes
- Packaged workshops for telling clients, prospects and centers of influence about the Roth opportunity
- Complete PowerPoint presentations and scripts for clients, prospects and other trusted advisors
- Checklists for planning seminars and other events
- Invitation and post-event letters and follow-up tools
- Business building strategies and tactics
- Tips and tools on using Roth retirement as a COI marketing tool
- How to use PR to position yourself as the “Retirement expert”
- Online access to the Roth IRA Conversion Optimizer, a state-of-the-art tool (designed specifically for the Financial
Advisor) to calculate an investor’s optimal transferrable sum for highest tax advantage, with PDF output report feature
(see below)
- Webinars and audio to support your knowledge and business-building expertise
- All resources are organized and easily accessible through the Roth 2010 Conversion Package Customer Portal
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The Roth IRA Conversion Optimizer Includes All Factors
Necessary to Help Clients Make the Best Conversion Decision
"The Roth 2010 Conversion Package provides you with all the tools you will need to communicate the intricacies of conversion to clients and prospects and conduct effective client seminars. The Roth Conversion Optimizer provides a quick, visual representation of a client's financial picture as it relates to conversion planning. It communicates concepts and approximate results in a meaningful manner."
- Quote from the 5-Star review in the December 8, 2009 online edition of Trust&Estates magazine.
Contact Us Today!
The complete Roth 2010 Conversion Package—including Roth Educational material,
packaged workshops, marketing tools, COI strategy materials and access to the Roth IRA Conversion
Optimizer is available NOW. Questions? Please contact Advisors Trusted Advisor at 508-359-8216
or Convergent Retirement Plan Solutions at 218-824-4903 or email at
info@AdvisorsTrustedAdvisor.com.
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Who We Are
The Roth 2010 Conversion Package was developed and is supported by Advisors Trusted Advisor and Convergent Retirement
Plan Solutions, Inc., in conjunction with Archimedes Systems, Inc., developer of the Roth IRA Conversion Optimizer.
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Advisors Trusted Advisor
Dedicated exclusively to solving the unique problems of the Advisor market, Advisors Trusted Advisor provides registered investment advisors and wealth managers a one-stop practice management source for organizing, managing, and growing an investment advisory business. Clients enjoy easy access to over twenty years of research, experience and information covering critical areas of practice management and business growth—organized to fit any situation and budget.
Visit Advisor Trusted Advisor's Site
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Convergent Retirement Plan Solutions, LLC
A “go to” resource for retirement plan professionals throughout the country, Convergent Retirement Plan Solutions, LLC, provides retirement expertise and industry insight for many of the nation's leading retirement plan providers through tailored compliance, education and business development solutions.
Visit Convergent's Site
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Archimedes Systems, Inc.
Archimedes is a leading provider of web-based college, personal finance, retirement planning, decision support and personalized communications tools that inform, educate, and motivate employees, participants, advisors and individuals. Since 1991, Archimedes has been providing services and designing, building and hosting customized applications for its many Fortune 500 clients.
Visit Archimedes's Site
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