Roth IRA Institute over white - no lion

The Gold Rush to Roth IRA Conversions Is On!

Start Building Your Pipeline of Retired and Retiring Clients NOW

with

James Lange's Complete
Roth IRA Workshop Marketing Program

A powerful, proven marketing strategy for getting retired and retiring individuals as your clients

James Lange, CPA/Attorney and nationally renowned IRA and retirement planning expert, founded The Roth IRA Institute™ for the sole purpose of preparing financial advisors all over the United States to take advantage of the new law going into effect in 2010 that will change everything regarding Roth IRAs and Roth IRA conversions.

"As I've gone around the country speaking to top advisor groups," Lange says, "I've realized, to my horror, how few people in our profession have a solid understanding of the materials I cover in my workshops. And fewer still know how to use their knowledge of the law to attract and service clients who stand to reap the greatest benefits from Roth IRA conversions. I formed the Roth IRA Institute to address these issues."

The Roth IRA Institute will help you stand above the crowd as a true expert

on Roth IRAs and Roth IRA conversions.

Membership in The Roth IRA Institute™ will give you access to information every financial advisor should know to grow their business and maximize the retirement monies for their clients.

As a Member of The Roth IRA Institute™, you will receive the following:

Workshop System
Six Webinar Training Sessions
Two Consulting Sessions with Jim Lange, CPA/Attorney
Two Consulting Sessions with Steve Kohman, CPA (our top Roth IRA analyst)
Two Marketing Conferences with Nicole DeMartino, Marketing Director
Proven Marketing Materials - Invitations, Follow-up Correspondence, Phone Scripts
One-Year License To Use All Materials and The Roth IRA Institute™
Updates and Revisions to Materials for One Year

Here are the details on these elements of James Lange's Complete Roth IRA Workshop Marketing Program:

Workshop System: You'll get a one year license for a Done-For-You Roth IRA Conversion Workshop: includes 2-hour DVD of Jim presenting his Roth IRA workshop, the audio on CD, the PowerPoint on CD, a copy of Jim's workshop invitation, the complete written transcript and a How to Hold a Winning Workshops instruction booklet.

Webinar Training: Six training sessions that will train you to promote yourself as the "go to" expert on Roth IRA conversions and help you determine if a Roth IRA conversion is appropriate and if so, how much and when to convert. If you are unavailable to attend, contact us and we will mail you a CD. Though the focus of the training is Roth IRA conversions, related issues like estate planning, life insurance, and second-to-die life insurance will be covered.

Webinar Training plus Consultations with Jim Lange, CPA/Attorney, Steve Kohman, CPA & Nicole DeMartino, Marketing Director:

"Number Running" Consultations: Two sessions with our top Roth IRA analyst, Steve Kohman, CPA (use Steve for help with detailed calculations).

Case Study Consultations: Two consultations with Jim Lange (use Jim for bigger picture issues).

Marketing Consultations: Two one-hour conferences with Marketing Director, Nicole DeMartino.

Name Rights: The right to use the name The Roth IRA Institute™ for one year.

Nothing else you can do will be more powerful in attracting new clients.

Many professionals – perhaps even yourself – have tried and abandoned doing workshops, often concluding they don't work. Well, workshops DO work ... if they're done right. James Lange's experience has shown:

No letter, cold call, ad or web site can rival the

impact of a live workshop for winning new clients.

The reason is simple. Workshops give people a close-up and personal look at you. The workshop setting is non-threatening. There's no pressure to say yes or no, like there is in a sales call. With that stress lifted, attendees can relax, listen more closely and absorb the information more easily. The result is a better-educated and more highly motivated prospect ready to take the next step.

Here are actual results showing the number of invitations mailed and how many people actually attended Jim's workshops.

2009 Actual Attendance Results

Event Date	# Mailed	# Attendees	Resp %
February	8,648	142	1.64%
March	8,080	87	1.08%
April	5,488	62	1.13%
June	7,234	56	0.77%
August	6,398	71	1.11%
October	6,874	45	0.65%
October	5,633	63	1.12%
November	9,766	68	0.70%
Total	58,121	594	1.02%

Because of the new law, you can expect these numbers to keep increasing in 2010. Of new prospects who attend the workshop, 70% set up appointments with Jim. He has been doing workshops since 1998 and this Roth IRA conversion workshop has not only brought the most prospects, but it has also brought the most qualified ones. The target market is senior IRA and retirement plan owners with at least $500,000 in investible assets.

Take a look at the results of the workshop satisfaction survey given at a recent workshop Jim presented, on a rating scale from 1 to 5, with 5 being Excellent.

Here is a sampling of the attendees' comments about the seminar:

Great! Excellent timing.
Took us on a journey to the next level of true, meaningful planning.
Great information! A real primer for the fall class.
Didn't expect this topic to be so interesting, and he did a great job.
This was an outstanding session!
Awesome!
Look forward to the class.
Very useful information.
Excellent, would love more info.
Good stuff! I'm coming back.
Big planning for most of my clients!!!

These results are consistent with the attendee's satisfaction ratings that Lange's workshops have garnered for years. The biggest difference is that, starting in 2010, the level of interest in Roth IRA conversions is much stronger.

The Webinar Training, Consultations and Workshop System

Here is just some of what the training will include:

Specifically For Your Clients Who Are Still Working

The most advantageous methods for accumulating wealth while in the workforce will be covered. With this information, you'll be able to help your clients:

Gain exact knowledge concerning the differences between a regular IRA and a Roth IRA as well as a regular 401(k) and a Roth 401(k), plus the advantages and disadvantages of each strategy and the tax consequences.
Find out the contribution limits for the various plans to maximize their retirement savings, and what one thing makes them qualify for a "catch-up" contribution.
Discover the first thing they must ALWAYS do – even if they have to steal money from their mothers to do it!
Learn what's next after they've contributed the maximum amount to all their retirement options . . . yes, there's still more they can contribute to their retirement fund!
Realize a huge difference in their spending power later in retirement, regarding the order in which they invest their retirement funds among the various vehicles.
Learn the best way to protect their families and future generations now, so when they're gone, their families stay secure.

Specifically For Retirees With Significant IRA Or Retirement Plan Accumulations

This information is critical for those retirees who have a majority or a significant amount of their assets in their IRA or retirement plans and are now retired. It is vital that you impart to them:

What spending order they need to employ during their retirement to ensure security: which money should be spent first during early retirement years, and which should be saved for later years.
How to enjoy tax free growth with a Roth IRA conversion.
When it's advantageous to convert some of their IRAs to Roth IRAs, and when it's not.
How to make a partial conversion of their IRAs to Roth IRAs without having to pay additional taxes.
What impact it has on their finances if they spend their regular IRA money before their Roth IRA money.
Under what circumstances it might be advantageous to spend their regular IRA money first and pay taxes on it before they actually have to.

Specifically For Those Already Taking Distributions From Retirement Accounts AND Those Planning Their Estate, Regardless Of Age

The average person wants to make sure their spouse is taken care of financially when they're gone. That's standard, and almost any financial advisor can guide them through the process. The real trick is to take it a step further. By employing the unique and perfectly legal tax strategies outlined in the training, you can show your clients how they can have hundreds of thousands of dollars more in their estates and also have this money grow tax-free in a Roth IRA – possibly benefiting the next two or even three generations. Topics will include:

What controls their IRA upon their death, and how can one document make – or break – someone's entire estate planning and ruin everything they've been trying to ensure happens for their family?
When they NEED to let the surviving spouse make all the decisions on beneficiaries.
What's happening to the Federal and State tax laws over the next three years that will greatly impact ¾ of Americans and their estates?

You Will Also Learn The Inner Workings Of Lange's Cascading Beneficiary Plan™

In 1998, James Lange, founder of The Roth IRA Institute™, created a shockwave in the financial industry when he introduced the Cascading Beneficiary Plan™ in the peer-reviewed CPA journal, The Tax Adviser. It is and always has been the best estate plan for most IRA and retirement plan owners.

For IRA and retirement plan owners with a traditional family (husband and wife only have children with each other, and may even have grandchildren), Lange's Cascading Beneficiary Plan™ is the best estate plan legally available in this country, and for most people, offers a significant financial improvement and tax savings.

Using a combination of legal strategies, income tax saving tips and accounting principles, Mr. Lange developed the ideal solution for naming beneficiaries to IRAs and/or Retirement plans. What you will learn will have a major positive impact on the lives of your clients:

Understanding that it's the beneficiary designations on IRA and retirement plans that govern retirement assets at death . . . not the will or living trust.
How your clients can provide their surviving spouse with the ultimate flexibility to make decisions – after the prospect's death - so they are armed with the full picture on their own financial circumstances.
How, when properly in place, Jim's "cascading beneficiary" document defines and controls the beneficiary designation of an IRA and/or retirement plan.

The Wall Street Journal recently published an article talking about the enormous boom in estate attorneys and financial planners all across the nation "seeing the light" and recommending key elements of Lange's Cascading Beneficiary Plan™ to their clients.

When Your Training Is Completed, You'll Be Able To Share All Of This Vital Information With Your Own Clients And Prospects!

Membership in The Roth IRA Institute™ signals to your peers, clients and everyone you come in contact with that you are an expert in the areas of Roth IRAs, Roth IRA conversions and retirement planning.

The Roth IRA Revolution starts in 2010 – And The Roth IRA Institute™ will provide you with what you need to make it work for you and your clients!

Members Of The Roth IRA Institute™ Receive The "Done For You" Roth IRA Workshop System—Designed And Time-Tested To Help You Get More Clients, More Prospects And Grow Your Business

James Lange states, "For years now, I have closely guarded the secrets of my incredibly successful retirement workshop marketing system. This program is not only successful in attracting qualified leads, but the workshop itself is so powerful, that 70% of my first-time workshop attendees sign up for a consultation with me. It keeps my prospect pipeline filled month after month after month."

"As a member of The Roth IRA Institute™, I want you to have my practical, easy-to-duplicate workshop marketing program. If you follow the simple steps in my program, I guarantee you will get the same fantastic results that I have been getting over the last several years – and continue to get today."

Get The Tools You Need To Grow Your Business And Propel Your Career As A Successful Roth IRA And Retirement Planning Expert

This successful lead generation program has proven time and time again to:

Uncover qualified, high net-worth prospects.
Magnetically attract them to your workshop, your pitch, and your office for a follow-up consultation.
Close more leads and drive your sales numbers through the roof!

This Program Is Truly An Investment In Your Professional Future And It's A Bonus Just For Becoming A Member Of The Roth IRA Institute™!

James Lange's Done For You Roth IRA Workshop System is easy to learn and light years ahead of everything else. It's designed to achieve one goal – to give you more control over new client acquisition. It's a proven program that guarantees a room full of qualified prospects every time.

"My workshop marketing program is all about building a relationship with prospects. The workshop is the focal point, but all the invitations, follow-up letters, and phone calls work in unison to engage and entice prospects to come to you for their retirement planning needs."

"Attendees leave my workshop with visions of securing giant leaps in their future financial fortunes and with dread of being left out or left behind. Other workshops aim to simply educate and inform. Mine goes deeper to entice and motivate."

James Lange's "Done For You" Roth IRA Workshop System Is The Perfect Tool To Build Your Own Critical Pipeline Of Potential Clients.

How it all works together:

With your Roth IRA Institute™ training and the Done For You Roth IRA Workshop System, you won't have to talk like Billy Graham or Jay Leno to impress your audience with your professionalism and ability to give them valuable benefits.

You will know what to say and how to say it.

You will get high quality invitations with a proven track record for filling seats.

The Roth IRA Institute™ will help you find a list of qualified prospects – individuals within a defined geographic area who are 60 years old or over with a net worth over $300,000, and

Provide you with all of the tools you need to increase attendance, satisfaction, requests for appointments and ultimately, conversion to clients.

Meet the Founder of The Roth IRA Institute™

My name is Jim Lange. I'm a tax attorney, Certified Public Accountant and registered investment advisor with a thriving retirement and estate planning practice in Pittsburgh, Pennsylvania. I'm also a nationally recognized IRA, 401(k) and retirement plan distribution expert. With over 30 years of experience, I'm one of the top retirement educators and speakers active in the country today.

I have had extensive experience with public speaking. Over the course of my career, I have instructed literally thousands of individuals and financial professionals on ways to avoid the most serious mistakes that many retirees (and those approaching retirement) inadvertently make – mistakes that can jeopardize financial security.

In addition to my speaking engagements and client work, I am also a widely published writer. My articles have been published in many of the most prestigious financial, legal and tax journals in the country, including Journal of Retirement Planning, Financial Planning, The Tax Adviser (AICPA) and others. Beyond my own work, my recommendations have appeared 30 times in The Wall Street Journal, 28 times in The Pittsburgh Post-Gazette, and numerous times in The New York Times, Kiplinger's Retirement Report, Money Magazine, Smart Money and many others. Jane Bryant Quinn introduced the country to my mantra, "Pay taxes later," in Newsweek.

The 2^nd Edition of my book, Retire Secure! Pay Taxes Later – The Key To Making Your Money Last was published by Wiley in February 2009. In addition to achieving a category #1 ranking on Amazon.com in only 8 days, it has received glowing endorsements from over sixty financial professionals and authors, including Roger Ibbotson, Ed Slott and Charles Schwab, who called Retire Secure! "A roadmap for tax-efficient retirement and estate planning . . . an invaluable resource for investors." I was also honored to have Larry King write the foreword for the 2^nd Edition.

I created The Roth IRA Institute because I want everyone to reap the benefits of the new rules regarding Roth IRA conversions. After many large brokerage firms such as Citigroup, ING and Merrill Lynch paid me big bucks to speak to their top advisors, it occurred to me that there was a better way to get this information out and help more people. Welcome to The Roth IRA Institute™.

The Roth IRA Institute™ has created all the tools you need to do an effective job of promoting and presenting your business, getting quality prospects, and follow up with, and converting a growing percentage of them into a steady stream of more and better clients. Almost all of the tasks you have to do, The Roth IRA Institute™ will do for you.

Everything You Need To Succeed Is Included In Your Membership To The Roth IRA Institute™ And All Materials Are Fully Customizable For The Purpose Of Branding

You And Your Business!

Membership also includes:

A DVD, CD and Printed Transcript of Presentation - The Exact Same as James Lange Uses Today! Within the presentation, content is king. It includes just the right information and actionable advice to attract the most new clients. The advice given is current, sophisticated and effective. Prospects feel they can have more control over their financial future.

A Completely Customizable PowerPoint Presentation for clients and prospects, including all graphs, charts, lists and legal contribution limits for the retirement investments and estate planning strategies – even including the "recommended contribution order" so prospects fully understand which accounts need to be invested in first in order to benefit them MOST during their retirement years.

A Comprehensive How-To Manual and Marketing Materials showing you EVERYTHING you need to do – in excruciating detail – to market your workshop, conduct your workshop and grow your client base. And we even provide guidance on how to get a higher response from prospects. You'll find:

A tested invitation for workshops.
Instructions on how to develop your invitation lists and client database.
Sample phone scripts.
Follow-up correspondence and phone scripts for invitees, attendees, and no-shows.
Workshop assessment tools.
Tips on writing a sizzling bio that is a critical part of your branding.
All Current, All Customizable – and this is just the beginning!

Access To The Professional Staff Of The Roth IRA Institute™ – Stumped on an issue or need help with a client? Your membership includes valuable personal consultation time with The Roth IRA Institute™ staff at no additional cost.

Use of The Roth IRA Institute™ Name – Let's face it, there are over 90,000 financial advisors in this country and that number is growing every year. You need to take every opportunity to stand out from the competition – and show your clients and prospects that you are worthy of their trust and commitment.

The Roth IRA Institute™ Will Show You Everything You Need To Know To Take Advantage Of The Roth IRA Revolution – And Provide You With The Material And Credibility You Need To Grow Your Business.

For A Very Small Fee, Membership In The Roth IRA Institute Could Potentially Mean Millions Of Dollars In New Business For You!

We think you'll agree that $2,997 is an incredible bargain – and is a

savings of $2,000 if you purchased everything separately.

Why wait? The Roth IRA Revolution is NOW!

Let's Review What You Receive When You Become A Member Of The Roth IRA Institute™. For $2,997. Here's What You'll Get:

Workshop System: You'll get a one year license for a Done For You Roth IRA Conversion Workshop: includes 2-hour DVD of Jim presenting his Roth IRA workshop, the audio on CD, the PowerPoint on CD, a copy of Jim's workshop invitation, the complete written transcript and a How to Hold a Winning Workshops booklet. $1,997

Webinar Training Plus Consultations with Jim Lange, CPA/Attorney, Steve Kohman, CPA and Nicole DeMartino, Marketing Director: $2,000

"Number Running" Consultations: Two sessions with our top Roth IRA analyst, Steve Kohman, CPA (use Steve for help with detailed calculations).

Case Study Consultations: Two consultations with Jim Lange (use Jim for bigger picture issues).

Marketing Consultations: Two one-hour conferences with Marketing Director, Nicole DeMartino.

Name Rights: The right to use the name The Roth IRA Institute™ for one year: $500.

A $4,994 value - Now Only $2,997!

The New Law Regarding Roth IRAs Is Creating An Enormous Opportunity For You. If You're Really Serious About Attracting New Clients And Growing Your Business,

You Need To Join NOW!

Go without delay to our secure web page, https://retiresecure.com/2010rothrevolutionorder.php and order with confidence or call our Marketing Director, Nicole DeMartino, at 1-800-387-1129 to place your order by phone.

The Roth IRA Institute™ looks forward to welcoming you as a Member.

P.S. The decision is really a no-brainer! If the information you learn and the resources you gain from membership can help you better serve your current clients, and if you can convert even one high net worth prospect into a client, your membership will be worth every cent you paid.