DMI’s Exclusive Roth Blueprint Turns RMD Chaos Into Tax-Free Clarity
We all know the two things no one escapes—death and taxes. But there’s a third beast lurking in your clients’ future, and it’s quietly feasting on their legacy: the six chain reactions triggered by Required Minimum Distributions (RMDs).
And here’s the real kicker: most advisors aren’t showing them the full picture.
But now, you can.
On August 6, DMI is pulling back the curtain on Roth Blueprint Revealed—a live webinar for advisors who are sick of “kind of interested” prospects and ready to build a Roth conversion engine that turns steak dinners into $9 million pipelines.
THE HIDDEN CARNAGE OF RMDS
You already know RMDs are a tax-triggering time bomb. But the Roth Blueprint system goes deeper, exposing the full ripple effect—and it’s not pretty:
- Increased AGI – You just raised the tide, and now everything floats with it.
- Taxation of Social Security – 85% of what they thought was “safe” income? Taxed.
- IRMAA Surcharges – Because apparently, Medicare likes kicking people when they’re up.
- Loss of Deductions – Bye-bye medical and miscellaneous write-offs.
- The Widow’s Penalty – Where grief meets a bigger tax bill.
- Taxable Inheritance (SECURE Act-style) – The IRS gets a cut of the legacy.
When you walk a client through this in the Roth Blueprint software—in real time—the “aha” moment hits like a truck. This isn’t about selling a product. It’s about showing them what’s inevitably coming… unless they act now.
WHY THIS MATTERS—AND WHY NOW
Let’s be blunt: the window on tax-preferred Roth conversions is shrinking. The 2017 Tax Cuts & Jobs Act sunsetting is closer than most advisors (and clients) realize. That makes now the sweet spot.
Clients are curious—but cautious.
You need a way to move them from “I should probably do something” to “how soon can we start?”
WHY THE TAX HAMMER IS COMING
“The U.S. national debt surpassed $34 trillion in 2025, with annual deficits exceeding $1.5 trillion—and interest on the debt alone now exceeds defense spending. Tax increases are a political inevitability… especially on inherited wealth and high-net-worth estates.”
Let that quote sink in. Your clients’ IRAs? Inherited wealth? Estates? They’re in the crosshairs.
That’s exactly what you’ll get at Roth Blueprint Revealed on August 6. This isn’t a product pitch—it’s a blueprint for advisors who want to dominate the high-net-worth Roth space while everyone else is still fumbling with pie charts.
FROM SKEPTICAL TO SOLD—$2.8M WORTH
Greg Lawson didn’t cold-close a $2.8M Roth conversion because he’s smooth. He did it because the numbers closed themselves.
Tom and Denise, your typical high-net-worth, tax-wary couple, walked into his post-seminar meeting full of skepticism. RMDs had them spooked. The idea of writing a six-figure check to Uncle Sam? Unthinkable.
But Greg didn’t pitch. He powered up the Roth Blueprint software.
He showed them a 7-year, bracket-sensitive strategy that preserved their IRA, dodged IRMAA landmines, and projected a $3.6M Roth value by age 95. No out-of-pocket tax. No bracket creep. Just crystal-clear clarity.
Their reaction? “That makes sense.”
Three meetings later, $2.8 million was in a Roth-friendly annuity with a 20% bonus.
And Greg? He never broke a sweat.
“I’ve been doing this for 20 years, and nothing has helped me close high-net-worth clients faster than the Roth Blueprint. It turned a skeptical couple with $2.8 million into a ‘yes’—right at the kitchen table.”
The Steak Dinner That Became a $9M Pipeline
Then there’s the seminar play—the one Greg ran in an oversaturated market full of financial advisors who couldn’t close a window.
He didn’t sell. He educated.
He walked 96 guests through the Roth Blueprint presentation, exposed the six wealth killers with surgical precision, and let the software do the persuading.
By the end of night two, he’d booked 23 appointments, opened 42 households, and walked away with over $9 million in pipeline—plus a system he could rinse, repeat, and scale.
This isn’t a seminar. It’s a high-trust conversion machine.
And DMI is one of the only IMOs giving you access to it.
WHAT MAKES THE ROTH BLUEPRINT SO EFFECTIVE?
You’re not just getting slides and scripts. You’re getting a system designed to melt resistance and flip the switch from interest to action:
- ACTE Framework (a Navy SEAL-inspired model) to lead clients through decisive action.
- Roth Blueprint Software that visually maps out tax savings, IRMAA avoidance, and legacy impacts in seconds.
- No Out-of-Pocket Tax Strategies that turn “maybe” into “absolutely yes.”
- Exclusive Product Pairings that unlock annuity bonuses without triggering the tax man.
It’s the difference between explaining and showing. Between hypotheticals and heck yeah.
FINAL THOUGHT: IT’S NOT ABOUT SELLING. IT’S ABOUT SHOWING.
Your clients are smart. They don’t need another pitch—they need proof.
They need someone who can connect the dots between RMDs and tax-buried inheritances, between IRMAA and retirement regret.
And they need someone with the tools to back it up.
That someone? It could be you.
That tool? The Roth Blueprint.
That moment? August 6. Noon Eastern.
Don’t just watch from the sidelines.
Show up. And convert.
Tyrell Jensen
VP of Annuity Sales
Tyrell Jensen has almost two decades of experience in annuity and life insurance sales, marketing, recruiting and business development. His work has focused on annuities, life insurance, and Long Term Care and how these products can be used to form a holistic plan for seniors in retirement.
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