Roth Conversion Concepts with a Real Bonus
Автор: IAMSinc
Загружено: 2025-11-25
Просмотров: 59
0:00 - Introduction
9:56 - Roth Conversion Concepts with a Real Bonus
IAMS Vice President Matt Tooher and Andrew Gabriel of EquiTrust invite you to a powerful webinar on leveraging bonuses in the EquiTrust product lineup for your clients’ Roth conversions.
Discover how your clients may be able to jump-start their account value with bonuses up to 23% and position their Roth accounts for long-term growth. We’ll walk through strategies to help you deliver stronger outcomes and align products with your clients’ retirement goals.
During this session, you’ll receive a full overview of the EquiTrust annuity portfolio and learn how it supports Roth conversion planning. We’ll cover ideas to help you optimize client outcomes using available bonuses and provide practical guidance on positioning these solutions within your clients’ overall portfolios.
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