IRA Rollover Techniques That Close the Sale

IRA Rollover Techniques That Close the Sale

Matthew Pardine Matthew Pardine

Matthew Pardine

Managing Partner, InsuranceWebX ??Helping insurance agents and financial advisors find new avenues to grow their practice.

发布日期: 2018年4月26日
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Join David Royer on May 1st at 1:00 ET as he shares 6 IRA Rollover techniques that you can use today!

  1. How to close on the IRA Beneficiary Form
  2. How to reduce risk in your IRA
  3. How to capture 401k Rollovers using simple logic
  4. How to do a Partial Roth Conversion – with no out-of-pocket conversion tax
  5. How to use life insurance to pay Roth Conversion Tax
  6. How the new tax law changes the Roth Conversions Rules

Don’t miss out, space is limited.

Click here to register now!


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