
Session 2
Structuring Roth Conversions for Legacy, Marketing Messages, Lead Gen with LinkedIn
Topics Covered in Session 2:
- Why it's important to evaluate a Roth conversion's break-even point, and when to leverage alternate approaches
- The top-converting messages on taxes and legislative change
- How to educate your clients on potential changes from Washington - without getting political
- How to leverage LinkedIn in generate new leads for your practice
- 2025's top approach to maximize legacy for your clients
Key Resources for Session 2:
- For Stonewood Members: Benefits of Life Insurance Toolkit
- Roth Done Right software: Learn more and get a sample report
- Retirement Tax Bill lead generator: See the tool in action
- JAMA article on the association between income and life expectancy
- Learn more about Trained Advisor