Here's how the roth conversion program works:
1) Buy an annuity inside your IRA.
2) Transfer the annuity to a Roth account (pay tax on the
surrender value only, even though you transfer the account value).
Get a tax discount based upon the surrender value.
The ideal product has a high 1st year surrender charge (equity
indexed annuities are ideal) in the initial year generating the
lowest surrender value. The new EIA product has the following features
.
High first year surrender charge which produces the lowest taxable value
Annual point to point (simplicity is a must for seniors)
100% participation rate guaranteed
0% fees, charges, spreads guaranteed
A high cap rate (currently higher than any other annual point to
point annuity)
PLUS DOUBLE DIGIT COMMISSIONS
If the prospect does not bite on the Roth conversion, then keep
the annuity in the IRA. The prospect ends up with a great annuity
either owned by their IRA or Roth. Either way they win and so do
you!
To learn more about this tailor made Roth conversion annuity,
give us a call at (800) 888-3638 and/or give us your information below
and we will contact you.