Live · Thursday September 17 · 2:00 PM Eastern
You have 120 days to write a 2026 Roth conversion.
A conversion has to be completed by December 31 to count for this tax year. Work backwards through prospecting, the appointment, the application and issue, and the real deadline to start the conversation is early November.
In sixty minutes I will show you the four minute conversation that opens one. And the conversation you have when a conversion turns out to be the wrong answer, so you never waste the appointment either way.
days until December 31. Every conversion you want counted for 2026 has to be done by then.
Free. Sixty minutes. Two sessions, pick either one on the form below.
$600,000+
Every case converted with it has been over six hundred thousand
4 minutes
From opening the screen to a client who has decided
6 fields
That is the entire setup. No twelve screens of input
Free
For life, and I will show you exactly how on the call
What we cover
Sixty minutes, live, with a real case built on screen. Not slides about slides.
The four minutes
Six fields and a live client. You watch a line get drawn across the screen at what they put in, and you watch their balance never cross it, because the tax was paid by something other than their money.
The sentence that ends the argument
“The market has been good, why would I not just grow it?” You will get the number that answers this in one line, and the reason growth makes the problem bigger instead of smaller.
When the answer is no
Most clients are not conversion candidates and that is fine. The same screen, in the same four minutes, tells you when to write the guaranteed legacy instead. You will never drive out there for nothing.
How to get it free
No subscription, no seat fee, no renewal. I will show you exactly what it takes, and it is one thing.
Who should be on this
This is for you if
You sit with retirees
You do not need to have written a conversion before. Most agents on this call will not have. You need clients over sixty with money in an IRA, a 401(k) or a TSP.
This is not for you if
You want a planning platform
This is not that and it will not replace the one you pay for. It is the four minutes that happen before anyone opens a planning platform, and it answers whether that is even worth doing.
Two sessions
Same content. Pick whichever fits, on the form above. Register for one and you get the replay either way.
Session one
Thursday, September 17
2:00 PM Eastern · 1:00 Central · 12:00 Mountain · 11:00 Pacific
Session two
Tuesday, September 22
7:00 PM Eastern · 6:00 Central · 5:00 Mountain · 4:00 Pacific. For anyone in appointments all day.
Who is running it
Jeff Kothe. I built EZ Roth Converter because I got tired of watching the Roth conversation come up at a kitchen table, get nodded at, and die there. Every case I have converted with it has been over six hundred thousand dollars, and the reason is not that I am a better closer. It is that in four minutes the client understands it well enough to decide.
Questions before the call, text me at 469-969-9722 or email [email protected].
For licensed insurance producers only. Nothing presented is tax or legal advice. Figures produced by the software are hypothetical, depend on assumptions the agent and client select, and are not a projection of any specific contract. All values must be confirmed against the carrier illustration before being presented to a client.