SEE ROTH BLUEPRINT IN ACTION ➤
Turn Tax Pain into Closed Cases
Convert High-Net-Worth Prospects into Loyal Clients
- Roth Blueprint is a client-conversion engine. With compelling messaging, precision software, and DMI firepower behind you, we'll help you turn tax pain into powerful action and high-net-worth leads into long-term clients.
Pick the Format. Keep the Outcome.
Choose your lane: seminars or 1:1 meetings.
Both paths are built for high-intent conversations—and both come with the DMI
Advantage through a Strategic Partnership.
This not your grandma’s dinner seminar
IT’S A ROTH-CONVERSION WEAPON BUILT FOR CLOSERS WHO MOVE MILLION-DOLLAR IRAS LIKE CLOCKWORK.
Tired of empty steakhouse events and broke leads? This system flips the game with high-trust seminars and point-of-sale software that turns hesitation into $2M+ closed Roth annuity cases.
- No cheesy steak dinners or gimmicky gifts
- Educational content that positions you as the expert
- High-quality prospects who value professional advice
- Modern marketing that attracts serious investors
Go ultra-modern with digital lead gen
IT’S A 1:1 MEETING PIPELINE BUILT TO DELIVER HIGH-INTENT APPOINTMENTS TO YOUR CALENDAR.
Stop chasing “interested” prospects who never schedule or never show. This system drives qualified households through targeted outreach and a clean pre-meeting journey, so you walk into real conversations with people who actually have assets… and urgency.
- Built advisors who want a direct 1:1 appointment flow
- Designed to deliver high-intent appointments ready to move
- High-performance digital marketing + targeting that routes prospects into a pre-meeting process
POWERED BY ROTH BLUEPRINT SOFTWARE
ELIMINATE 6 TAX 'CHAIN REACTIONS' WITH A
TAX-FREE INCOME STRATEGY.
Roth Blueprint software is laser-focused on solving the “big IRA” tax problem, especially for prospects who:
- Are in the 22% or 24% bracket
- Have $1M+ in qualified plans
- Can’t (or won’t) write checks to pay conversion taxes
A hypothetical $1 million IRA grows to $7.5 million tax-free by age 95 with a Roth Blueprint plan.
I've been doing this for 20 years and nothing has helped me close high-net-worth clients faster than DMI & Roth Blueprint.
- Brian Donahue
DMI President & Founder
WHAT MAKES THIS DIFFERENT
- Create urgency without hype. Taxes, RMDs, and “big IRA” exposure are real—this puts structure around the conversation.
- Make complex simple—fast. The visuals do the heavy lifting at point-of-sale.
- Attract higher-quality prospects.
- Support bigger cases. When the math is clear, larger qualified assets move with less friction.
- It’s repeatable. One system you can run again and again.
stop feeding freebie hunters
You’re not the problem. The seminar model is.
You’re not the problem. The seminar model is.
- Most dinner seminars fail because they:
- Attract the wrong crowd—tire-kickers, not serious prospects
- Rely on tired presentations and blind faith
- Sell products instead of solving urgent tax problems
WHAT MAKES THIS DIFFERENT
Combine Steakhouse Trust with POS Conversion Firepower.
- 1%+ response mailers targeting wealthy ZIPs (vs. the typical 0.3%–0.6%) means out of 5k pieces, you'll see about 50 registrants
- High-end seminar presentation with materials, scripting, and guide
- Use proprietary Roth conversion software that offsets taxes via annuity bonuses
- Smart Guardrails to avoid tax spikes or balance loss
- ACTE Framework: Assess → Create Plan → Take Action → Evaluate
- Excells at point-of-sale turning ‘maybes’ into million-dollar moves
Top Advisors. Real Results.
Real Advisors. Real Results.
23 Appointments in Two Nights
Using our full seminar system—mailers, scripts, steakhouse, and Roth strategy—this advisor walked out with 23 appointments and a $9M+ pipeline.
From On-the-Fence to $2.8M Closed
One advisor brought the software into a client meeting and let it speak for itself. The visual clarity sold the conversion—$2.8M closed, no friction.
Let’s Be Honest—This Isn’t for Everyone.
Let’s Be Honest—This Isn’t for Everyone.
- This system won’t work if:
- You’re writing less than $5M/year in annuities
- You don't have a marketing budget or a staff to help execute
- You’re not serious about targeting high-net-worth clients
- You’re hoping to coast or passively “get leads”
But if you’re a high-performing advisor ready to go bigger with smarter strategies, keep reading.
READY TO CRUSH IT?
No pushy sales pitch. Contact our Annuity Sales Team to see if the Roth Blueprint fits your practice.
No pushy sales pitch. Contact our Annuity Sales Team to see if this system fits your practice.
- $2M+ cases closed with the software
- Seminar model that pays you back 30:1
- Full DMI support, training, and targeting included
Or call 800.322.6342 for more information.
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