This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion Specialist™ (CRCS™) designation, click on the following: www.certifiedrothconversionspecialist.com 20% Discount for the 1st 100 advisors who sign up! As we […]
Certified Roth Conversion Specialist™ Designation Officially Launches! Read More »
Roth IRA conversions are white hot right now in our industry as a lead-gen tool. As such, the announcement of our OnPointe Roth IRA Conversion Legacy Planner is very exciting. FYI, if you are using programs like Retirement Analyzer, Right
Industry’s First and Only “Legacy App” for Roth IRA Conversions Read More »
FREE Access to OnPointe Risk’s Proxy Finder! To start using the INDUSTRY’s ONLY proxy finder RIGHT NOW, go to: www.proxyfinder.net Using AI to Help with Marketing and Client Communication Webinar—September 24th at 3:00 PM EST If you missed last week’s
OnPointe’s ProxyFinder.net Solves Risk Software’s Most Unsolvable Problem Read More »
Before I get into the content of this week’s newsletter, if you missed last week’s newsletter… Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper) To download my 14-page White Paper detailing specifically why
Effective vs. Top Marginal Tax Rates is the Key to Understanding Roth Conversions Read More »
To download my 14-page White Paper detailing specifically why using a 20% bonus FIA (Fixed Indexed Annuity) to “pay the tax” does NOT work, click on the following link: Bonus Download—11-Page Summary Breaking Down Roth Conversions Software Used by this
Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (White Paper) Read More »
If you are using Risk Tolerance software, you know that the MOST annoying aspect of such software is having to manually load a lead/client’s brokerage account into the program. If you are not using Risk Tolerance software, you should be.
OnPointe Launches AI tool to Import Brokerage Acct Statements into Risk Program Read More »
Run Your Own Example Roth Conversion Numbers Using OnPointe’s NEW Consumer Lead Gen App You don’t have to take my word for what I’m saying in this newsletter. We just launched our OnPointe Roth software with a CONSUMER APP to
Roth IRA Conversions—What if Everything You Thought You Knew Was Wrong? Read More »
