About
Want higher client value – and faster practice growth?

Integrating annuities into the Roth conversion process can create greater client value while opening new opportunities for practice growth.

This bootcamp is specifically designed for growth-minded advisors looking to attract and serve higher-net-worth clients. If you're looking to drive real practice growth, attract new clients, optimize Roth strategies, and become THE Roth expert in your market, this bootcamp is for you.

This bootcamp will teach you:
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Agenda
  • Top-converting tax messages and strategies advisors are using to book more meetings through outbound marketing, seminars, webinars, and email funnels
  • Strategies to optimize Roth conversions in the post-OBBBA environment
  • How to use Roth conversions to drive annuity and life sales
  • The prospecting approach attracting high-quality tax leads
  • How to minimize taxes and IRMAA - both during conversion and over your client's lifetime
Presenters
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Becky Ruby Swansburg
CEO of Stonewood Financial
Becky is the nation's leading expert on legislative risk in retirement. She brings powerful insights from her work in the White House and on Capitol Hill to help you position tax-free strategies in today's post-OBBBA environment.
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Neil Wilding
COO of Stonewood Financial
Neil is our industry's leading expert on Roth structure and optimization. With a background in managed money, annuities, and life insurance, Neil helps advisors leverage tax-free strategies to address today's emerging retirement risks.
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Tyler Randall
National Sales Director at Stonewood Financial
Tyler is an expert coach for advisors looking to open tax conversations with their clients. With a background in advanced financial strategies, he'll teach you how to structure a sales process that drives results.
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