This 19th annual Thanksgiving week newsletter lists some of my most well-read newsletters over the last 12 months. It’s for advisors who will have some free time this week to read items that can help them give better advice and grow their business. To read any article, just click on the title.
The Year of The Roth IRA Conversion
For the first time, one topic stuck out above all others. As IMOs use Roth Conversion as a lead gen tool, it’s no wonder this is a topic of interest (for good and bad).
The #1 & #2 newsletters from 2025 are:
- Why Bonus FIAs to “Pay the Tax” on Roth Conversions are a Failure (14-Page White Paper)
- Industry’s First and ONLY “Legacy App” for Roth IRA Conversions
The open rate on the first newsletter was 45% and the 2nd was 42%. If you are working with an IMO pitching bonus annuities for conversions, and stop using that IMO, and please read my white paper.
These are other newsletters with an open rate above 40%:
- Stop Overselling the Returns of Volatility Control Indexes (VCI) (QQQ Example)
- 18-Page Asset-Based Long-Term Care White Paper (Advisor-Branded)
- Roccy’s Top 17 IUL List (Hot off the Presses—2025 Year-End)
- NEW High Growth FIA Designed to Outperform RILAs
The following had a 35% to 40% open rate:
- Roth IRA Conversions—What if Everything You Thought You Knew Was Wrong?
- Effective vs. Top Marginal Tax Rate is the Key to Understanding Roth Conversions
- In-Person Seminars That Actually Work—Learn from an Industry Veteran
- 76-Page Annuity Advanced Markets Q&A Download (it’s good)!
- Guaranteed Income-for-Life Products for the Affluent—26-Page White Paper
- Kyle Busch Sues Pac Life for $8.5 Million Loss in Misrepresented IUL Sale
- Retirees Actually Spend Less in Retirement—Two New Studies Show
- New EXCLUSIVE Distribution FIA is the NEW #1 Guaranteed Income Rider
- Are Advisors Preparing Clients for a Longer Lifespan? 40-Page White Paper!
- Turn Tax-Deferred Annuity Gains into Tax-Free LTC Benefits
- 3-Session Asset Protection Bootcamp (your gateway to affluent clients)
- 5-Pillar Asset Protection—Read my newest and most powerful book for FREE!
Certified Roth Conversion Specialist™ (CRSC™)
In January 2026, advisors will be able to sign up to sit 0033ccthe newest designation issued by The Wealth Preservation Institute (currently being offered are the Certified Asset Protection Planner™ (CAPP™) and Certified Medicaid Planner™ (CMP™) designations).
We are very excited to bring0033ccthe first and only designation to the Roth Conversion space (which desperately needs a certification in what currently is the wild, wild west of advice (most of it inaccurate)).
It’s clear this subject matter is of interest, and if you’d like more info on the CRSC™ or would like to be notified when you can sit for the exam, click on the following link:
https://wealthpreservationinstitute.net/crcs-sign-up
Roth Sherpa™ Marketing Platform
While I stated that 2025 seemed to be the year of Roth IRA conversions, I believe that year will be 2026! With the launch of our new Roth Conversion book(Deconstructing Roth IRA Conversions: Myth vs. Reality), the new CRCS™ designation, and with our Roth Sherpa™ Marketing Platform, our team is going “all-in” on Roth Conversions….
– to educate advisors
– to certify that advisors know the subject matter as an expert (CRCS™)
– to help advisors market themselves (Roth Sherpa™)
– to help advisors give the best advice in the industry (case design support)
If you would like more info on the Roth Sherpa™ marketing platform, please click on the following link:
https://advisorshare.com/roth-sherpa
I want to wish everyone a Happy Thanksgiving and safe travels for those of you who are traveling to see family or friends. And of course, Go Lions!
