Download Now

This FREE six slide set is for explaining IRA rollovers.

They can be used to start a conversation regarding the idea of transferring some of the funds that will be needed for income, that are currently invested in risky securities to an IRA with less volatile investments or products.

Watch the 3-minute video below to see how Doug suggests that the slides might be used.

Download them now. They are free! Really!!!!

And please become a subscriber so you don’t miss future free slides, spreadsheets and other tools that will be soon released.