Roth Blueprint Lead
This Isn’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)
Want to work with an award-winning financial services marketing team?
Stop Feeding Freebie Hunters
THE PROBLEM WITH MOST SEMINARS
You’re not the problem. The seminar model is. Most 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
The Roth Blueprint seminar strategy flips that script—targeting the right wealth, arming you with trust-building education, and closing with a live, visual point-of-sale tool that sells for you.
Build Your presence
WHAT MAKES THIS DIFFERENT
Combine Steakhouse Trust with POS Conversion Firepower.
- 1%+ response mailers targeting wealthy ZIPs
- $47K-developed seminar 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 → Reassess
- Works live in-client—turning maybes into million-dollar moves
Real Advisors. Real Results.
CASE STUDIES (SOCIAL PROOF)
Case Study 1: 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.
Case Study 2: 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.
Let’s Be Honest—This Isn’t for Everyone.
WHO THIS IS NOT FOR
This system won’t work if:
- You’re writing less than $5M/year in annuities
- You don’t have staff to help execute
- You’re not serious about targeting high-net-worth clients
- You’re hoping to coast or passively “get leads”
READY TO CRUSH IT?
No pushy sales pitch—just a smart convo 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
