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)
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
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”
But if you’re a high-performing advisor ready to go bigger with smarter strategies, keep reading
Cutting-Edge Technology Optimizes Roth Conversion
As Featured on
Leading financial experts highlight immediate Roth IRA conversions as the highest‑yield strategy for tax‑free retirement income.
CASE STUDIES (SOCIAL PROOF)
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.
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.
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
