IRA to ROTH Conversion Success Toolkit

IRA to ROTH Conversion is a core product of Cash For Life Strategies that is used in many client's customized financial plans.  The primary purpose is to enable people to significantly reduce the tax burden on their retirement savings and increase income during retirement.

Watch this video for more information about IRA to ROTH Conversion.

Customer Benefits:

• Go from Forever Tax to NEVER TAX!
• RECOVER last year's losses in the market
• NEVER lose money in the Stock Market
• PARTICIPATE in market gains, NOT in market losses
• Nearly WIPE OUT the tax hit using our debt elimination techniques

Who can I help with IRA to ROTH Conversion?

• ANYONE that wants more income in retirement
• ANYONE that wants to reduce the taxes paid on retirement accounts
• PEOPLE that have at least 10 years until they retire
• PEOPLE that currently have a traditional IRA, 401k, or 403B

 Watch this video for more detailed information about IRA to ROTH Conversion - Part 2.  In this video, Chris Hynes gives some excellent example cases to help put the concepts into perspective.

Tools for Affiliate Use:

Once you are Life Licensed and appointed with us, affiliates will have access to the following marketing materials, tools, and support:

• Client Website - with IRA to ROTH Conversion Page
• Capture Page - specific to this program
• 7 part email series templates - customize for use with your autoresponder
• Scripts for use with voice broadcasting
• Sales Letter - customizable for use with your mailing list
• Full Video for use with prospects
• Powerpoint presentation that you can use with clients
• Newspaper Advertisement Template
  
• Marketing Plan support
• Expert / Mentor support on case design for initial clients

Marketing Support

Of course Marketing Support includes all of the tools listed above, but it also includes phone support in helping you create or improve your own marketing plan.   And to help you get started attracting prospects we are also providing the following services to support the marketing plan you design:

• Building an email list for your target audience
• Send the initial emails to the list, directing responders to your event (webinar, seminar, etc.)
• Host the webinar, if you choose
• Send you the webinar attendees list and feedback for your follow-up

With all these tools and support available, there is no reason to delay getting appointed with us.... and TAKING ACTION!

Mentor / Expert

Get an Expert involved with your client early in the process to ensure optimum results.  The financial planning process can be complex - You do NOT have to be an expert yourself to be successful.

Cash For Life Members, both Referral Partner and Affiliate level, can earn money by simply introducing their client to one of our Experts or Mentors. Use this link to Submit a Referral and stay connected to your client in our system.

Submit a Referral

Members: For best results, remember to use YOUR affiliate link to access the Cash For Life Members site; this will ensure you are connected to your client in our system.  Also, enter your name in the Referring Agent box when submitting a referral.

Next Steps to be able to offer "IRA to ROTH Conversion":

1. Become a Cash For Life Member: 
   Learn About Membership Levels and choose the one that is right for you.
   
   Sign up as an Affiliate Member  or as a Referral Partner 
   
   Already a Referral Partner?    Upgrade to Affiliate Level
   
2. Get Appointed with one of our 4 Annuity Suppliers under our company.
   This applies to people who are Life Insurance Licensed and an Affiliate Level Member of Cash For Life Strategies.
   Already Life Licensed and Affiliate Level?    Send us an email requesting appointment paperwork: info@unlockmymoney.com
3. Referral Partners:  See the Submit a Referral above - you can earn money just by referring clients to us!

Clients for life:
Affiliates can use a variety of other Cash For Life Strategies to help clients throughout their lives.  Keep these programs in mind as you listen to your clients to be able to determine where they are in their financial life cycle and the best point of entry into the Cash For Life Wheel.  

An entry point is simply the Cash For Life Strategy that meets the clients most pressing needs right now.  Once you meet their immediate needs, you will be on your way to creating a Client for Life and will be able to continue to help with other financial opportunities.

Cash Flow Coaching

Financial Organization and Debt Management - These are the first two steps in the financial success for every client, whether they know it or not.  Cash Flow Coaching helps maintain customer relationships and develop a full financial picture for the client.