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FocusOn ® - PowerPoint PPT Presentation

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  1. FocusOn® Roth IRA 2.0 Changes That Could Alter Your Retirement Strategy Welcome Our Webcast will start in a few minutes

  2. Today’s presenters Greg Woodbury Vice President, Sales Mike Woods Vice President, Product Development 800.233.2834 www.emeraldconnect.com

  3. “A Word from Our Sponsor” Our staff of marketing consultants can share with you best-practices information on . . . • Web sites • Newsletters • Email Drip Marketing • Direct Mail • And, of course, Seminars 800.233.2834 www.emeraldconnect.com

  4. Today’s Presentation • Why Roth, why now? • Tour of the seminar • Today’s special offer • Questions & answers 800.233.2834 www.emeraldconnect.com

  5. Why Roth, Why Now? • Eliminate the $100,000 threshold • Pay tax in 2010, or over two years • 9% of affluent planning to convert • 13 million affluent households • $1.4 trillion eligible to convert Finally, an advantage to being considered “affluent” 800.233.2834 www.emeraldconnect.com

  6. Show me “more” than the money • Roth IRA worksheet in workbook • Taxability of Social Security • No required distributions at 70 ½ • Other minor advantages 800.233.2834 www.emeraldconnect.com

  7. Why Roth, Why Now? • Powerful prospecting seminar • Client-only event • Who believe taxes will increase • Age 45 to 70 • Single problem, single solution seminar 800.233.2834 www.emeraldconnect.com

  8. Tour of the seminar • Inside Roth IRA 2.0 800.233.2834 www.emeraldconnect.com

  9. Seminar Specs • FINRA reviewed • 65 Flash images with scripts • 20-page, full-color participant workbook • Evaluation form • Coordinated marketing campaign • Emerald dining invitation 800.233.2834 www.emeraldconnect.com

  10. FocusOn® Roth IRA 2.0 Changes That Could Alter Your Retirement Strategy Q&A 800.233.2834