Grow the IRA Or Qualified Plan Dollars Without Income Or Estate Tax

Grow the IRA Or Qualified Plan Dollars Without Income Or Estate Tax

The ideal product to use for the roth conversion program

First a review of the strategy.

1) Buy an annuity inside your IRA.
2) Transfer the annuity to a roth account (pay tax on the surrender value, even though you transfer the account value).

Here are the features of the new equity indexed annuity product (this product can be sold in every state, ask us how).

* AM Best rating: A
* Easy for seniors to understand (annual point to point also called annual reset).
* Relatively high surrender charge: 15% (good tax discount).
* Relatively short surrender period: 12 years (shorter than all other EIAs that pay double digit comp).
* 100% participation rate guaranteed.
* 0% fees, charges, margin, spreads guaranteed (very rare for annual reset, seniors love 0 fees).
* A high cap rate: 11% (currently higher than almost any other annual reset).
* Plus double digit commissions (higher than any other annual reset with 0 fees).

This product is great for your clients. And even though the compensation and 1st year surrender charges are lower than the more aggressive EIA products, the clients will want to buy more. Plus the product is the ideal back-up in case your clients do not wish to implement the roth conversion program and simply wish to use the product to generate more IRA income.

We believe this new product should double your sales.

Call us at (800) 888-3638 for more information on the product.

Want us to make a roth conversion presentation to you as if you were the client, join us for our weekly conference calls. Click here for the schedule.