With these final three slides you have completed your presentation. You’ve shown why using non-qualified funds is the best way to pay the Roth conversion tax. And, if done correctly the client ends up with the same amount of after-tax dollars but has moved more of his total dollars into a powerful Roth IRA.

Watch the video below to get an idea of how you might deliver this presentation.

Today’s download contains slides 16 – 18 of this 18 slide set. (Each slide contains an example presentation script.) 

Download them now, take a look, and edit it to make it your own.

Coming soon: Retirement Video Blog.
This video and many more that are soon to be released can be added to the new video blog section of your Lead Funnel website. 

SLIDE DOWNLOAD LINK IS AT THE BOTTOM

With these final three slides you have completed your presentation. You’ve shown why using non-qualified funds is the best way to pay the Roth conversion tax. And, if done correctly the client ends up with the same amount of after-tax dollars but has moved more of his total dollars into a powerful Roth IRA.

Watch the video below to get an idea of how you might deliver this presentation.

Today’s download contains slides 16 – 18 of this 18 slide set. (Each slide contains an example presentation script.) 

Download them now, take a look, and edit it to make it your own.

Watch this video for an example of the type of presentation you can make with this free slide set.

Coming soon: Retirement Video Blog.
This video and many more that are soon to be released can be added to the new video blog section of your Lead Funnel website.

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Get More Prospects In Your Funnel!

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There is only one way to increase sales.

Get More Prospects In Your Funnel!

DO IT WITH A LEAD FUNNEL WEBSITE

Start Prospecting

This document has NOT gone through any form of compliance review. It is your responsibility to get approval from the appropriate entities prior to use with the public.

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This document has NOT gone through any form of compliance review. It is your responsibility to get approval from the appropriate entities prior to use with the public.

Download Document