FREE Roth IRA Conversion Software

Roth IRA Conversion are white hot and will remain so until the end of 2010 because of the unlimited ability of clients to convert an IRA to a Roth IRA regardless of how much income they make.

Most of major marketing organizations are telling advisors how wonderful Roth IRA conversions are and why they should be used as a tool to pick up new annuity business.

Unfortunately, when you understand the math, you’ll learn that Roth IRA conversions for the vast majority of your clients will NOT make financial sense.  To read a summary on Roth IRA conversion and why they DO NOT work for most clients, please click here.

We always help advisors put their client’s interest first.  We are unique in that we truly want advisors to provide the best advice and we give you the unique tools to do so.

Proprietary Roth IRA conversion software—

We have procured through a strategic making alliance with Roccy DeFrancesco, JD, CWPP, CAPP, MMB, what we believe is the ONLY accurate Roth IRA conversion software in the industry.  This software will allow you to help your clients truly determine if a conversion makes financial sense.  Having and touting to clients and potential clients that you have access to this power software will still help you pick up annuity business, but you’ll do so in an ethical and professional manner.

To learn more about our proprietary Roth IRA conversion software (including watching a video of how it works), please click here to fill out a request for more information form. 

I want the Roth IRA conversion software for FREE!

There are a few ways you can obtain Roccy's proprietary Roth IRA conversion software for FREE.

1) You can place $250,000 of fixed annuity business through our IMO or $10,000 of target life insurance premium.  You will be immediately setup with the conversion software and then have six months to place this business through our IMO to obtain this FREE benefit. Click here to download the order form.

2) You can get licensed to sell Retirement Life (EIUL) through our IMO. To learn more about Retirement Life, please click here. 

If you would like to choose option 2), please contact jayne@strategicmp.net.

Iif you choose option 1), simple download and fax in the form.  You will be setup with the software withing 48 hours.