Rising taxes are a serious threat to retirees, and there only a few tax planning strategies left that can move the needle like a Roth Conversion. Here is how we put in you front of the exploding Roth Conversion opportunity:

Training: Ed Slott will train you on Roth Conversions:

He will take you through each step of the Roth conversion evaluation process.

You will learn how to help clients make conversion decisions based on their own personal financial and family situation.

The last step is critical because Roth conversions are permanent. Once they are completed, the tax will be owed, so clients will need to know what the tax bill will be to avoid unexpected problems at tax time………….then………

We will introduce:

  • Your personalized automated digital campaigns that run 24/7,
  • Prospecting video marketing
  • FINRA reviewed Roth Analyzer
  • Consumer Roth Conversion handouts
  • Step-by-step implementation roadmap

Join us LIVE on February 11 th at 11:00 AM CST for this interactive training event.


Steve Kerns Golf Marathons

I would like to ask you to help us honor the legacy of America’s fallen and disabled service members through the Folds of Honor. The mission of Folds of Honor is to educate the legacy of our brave service members by providing scholarships to their spouses and children. Every month here in 2021, I am dedicating one day to playing a 100-hole golf marathon at different golf courses across the country. I recently completed the first marathon and I’m looking forward to my next one on February 15 th
at Black Diamond in Florida. I would like to ask you to go to www.kernsgolfmarathon.com and support this initiative. You can:

  • Pledging a donation for every hole I complete  
  • Make a single donation of any amount
  • Spread the word to family, friends and colleagues

Help us honor America’s fallen and disabled service members!


Last week we completed a virtual training event that we called “Next Generation Virtual Selling For Financial Advisors!” This sales training will dramatically improve your virtual sales results immediately! 77% of affluent consumers across the nation are more likely to choose their financial advisor based on these “soft skills” instead of credentials, according to recent, ground-breaking prediction market research! This interactive training discussed:

  • Creating a strong on-camera presence by keeping your audience fully engaged
  • Creating empathy, credibility, and trust through a webcam, even from miles away
  • Making your listener feel important, seen, and heard
  • Ways to help maximize every opportunity in our new virtual environment