More than financial products—solutions.
 
 
 
       
 

 

Weekly Promotions : Sales & Marketing

The Time


Is Now!

Roth IRA conversions are taxed on the value at the time of conversion.

It’s a great time to convert when values are this low!

Roth IRA benefits

Allows for income–tax–free qualified distributions!

Income will NOT increase the Adjusted Gross Income!

A lower AGI means less taxation on Social Security benefits, and more chances of qualifying for deductible medical expenses and miscellaneous itemized deductions!

No Required Minimum Distribution requirements, means more accumulated funds income–tax–free to beneficiaries!

Great Roth IRA Product

RSL Keystone Index Annuity:

5, 7, or 10 year terms available

2% minimum guarantee on 100% of premium

4 indexed + 1 fixed account option

Up to a 8.5% COMMISSION

Webinar

ROTH CONVERTION
DEAL OR NO DEAL?

Wednesday – March 3, 2010
from 11:00am – 12:00pm EST

New Roth IRA conversion eligibility requirements took effect January 1st. Find out which clients will benefit most from a Roth Conversion and how to avoid mistakes during the conversion process. More Info...Here

IMS: Investors Marketing Services

(800) 462-2551

www.investorsmarketing.com

To enter, agent must write qualifying business through Investors Marketing Services, Inc. To be eligible, agents must be in good financial standing with Investors Marketing Services, Inc. and not hold debit through any other marketing organization. Incomplete entries will be disqualified. Investors Marketing Services, Inc. is not responsible for lost, misdirected or delayed applications of business. Cannot combine annuity applications to meet minimums, must be written after November 1,2009 and issued and paid before December 31,2009. Please call for participating carriers

 
       
 

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