Roth Conversion + Roth Conversion Alternative

Elevate, Scale & Grow Your Financial Success

Achieve financial growth effortlessly by embracing scalable strategies tailored to expand your wealth. With the right tools, a committed team, and a forward-thinking mindset, you can transform your financial future, unlock new opportunities, and confidently reach your goals. Scale smarter, grow stronger and secure your financial success with ease.

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Please complete this quick form, and our tax reduction specialists will help you maximize assets by increasing your AUM, life insurance, and annuity sales.

Roth Conversion / Roth Alternative

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Your Name

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Last

Your Email

Your Prospect's Name

First

Last

IRA Owner's City & State of Residence

IRA Owner's Age (closest) or Date of Birth

IRA Owner's Projected Health Rating

Is the IRA Owner a US Citizen?

IRA Owner's Biological Gender At Birth

IRA of Total

IRA Owner's Annual Income USD

Total IRA & 401(k) Assets

Desired income for lifestyle?

What percentage of their IRA funds needed to fund their retirement?

Type of Business(if IRA owner owns a business)

Total Household Net Worth

IRA owner's Current Marital Status

Ages of Children (if IRA owner has children)

Spouse's Name (if IRA owner is currently married)

First

Last

Spouse's DOB (if IRA owner is currently married)

Date

Time

Spouse's Age

Spouse's General Health

Is Spouse a US Citizen? (if IRA owner is currently married)

Spouse's Gender

Spouse's Annual Income

List any questions or concerns that will help your back-office

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