The new rules allowing higher-income people to convert their IRAs and other retirement plan assets to a Roth IRA offers an opportunity for trust and wealth management professionals to gain valuable “face time” with clients and prospects.
According to surveys 75% of high-earners plan to question their financial advisors about converting to a Roth.
Take Advantage of this opportunity by reaching out to customers and your best prospects.
Should I Consider a Roth IRA Conversion is also available for printing in custom formats (special colors, custom cover, etc.) to your specifications.
Three ways to purchase
- Purchase copies in our syndicated design (see price list/order form).
- Purchase lifetime rights and print your own copies. $300
- Have us print your order using your design and colors.
Request samples and more
> Click to view sample
> Price List/Order Form
- Imprinting front and back covers in black ink include.
- Space available for contact information, photo, and short message.
- 3 7/8” x 9”, 8 panel folder
- 4 colors