20 Minute Spotlight: Roth Best Practices
We recently successfully launched our new Ultimate Roth IRA Conversion Biz Builder series! This is a real GAME CHANGER! Here at InsurMark, we have simplified the process for you to attract new Roth Conversion assets.
Ed Slott, American’s IRA Expert, kicked us off with educating us about the opportunity and pitfalls to avoid. Steve Goldstein, Thomas Gold Solutions, shared our software solution. Join us this week for our March 20 Minutes Spotlight, as we discuss case design best practices! Join us on Wednesday at 3:00 CST where we will discuss:
- President Biden’s Tax Plan Overview – how it is bringing Roth
Conversions to the forefront of planning conversations
- Roth Best Practices, tactics and tax tips
- How we are illustrating using Curt & Connie Conversion as our
DOL Fiduciary Rule
Are you compliant with the new Department of Labor Fiduciary Rule that went into effect on February 16 th ? We have two upcoming opportunities for you to learn about the rule and how to comply.
Be sure to ask your Advisor Development Consultant for the event that may fit you best.
Premium Finance Discussion Webinar Replay
Were you able to join us last week on our webinar on premium finance cases for life insurance cases? If you missed it, a replay link is below where we discuss:
- Who your target client should be
- Learn about the process of premium finance
- How long is the typical case and insurance carriers we
- How InsurMark can help you deliver on these cases