Pack the Room. Fill the Pipeline. Close the Case.
Turn High-Net-Worth Prospects into Loyal Clients
- The Roth Blueprint is more than a seminar—it’s a client-conversion engine. With compelling messaging, precision software, and DMI firepower behind you, you’ll turn tax pain into powerful action and high-net-worth leads into long-term clients.
POWERED BY ROTH BLUEPRINT SOFTWARE
ELIMINATING 6 TAX CHAIN REACTIONS WITH A TAX-FREE INCOME STRATEGY.
Show your clients and prospects how to facilitate Roth conversions without out-of-pocket expenses or account reduction. Roth Blueprint software is laser-focused on solving the “big IRA” tax problem, especially for clients 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.
THIS AIN'T 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.
- Built for elite agents and advisors writing $5M+ in annuity sales
- Targeting 60–70 y.o. HNW clients with $1M–$9M IRAs
- Proven 30x ROI model (with the numbers to back it up)
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.
- Brian Donahue
DMI President & Founder
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
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