With the RMD Leverage Strategy and The IRA Reboot you will: Leverage all or a portion of your Required Minimum Distribution by creating an immediate supercharged life insurance benefit that is payable Tax-Free to your beneficiaries! Create a cash account, just like a ROTH, that is available for family emergencies, opportunities, or to supplement your retirement income, 100% TAX-FREE Spread your IRA conversion tax over as many years as you choose and have someone else pay the conversion tax. At your option, you can include a true Long Term Care Benefit that will generate a Tax-Free check (up to $10,000) for 50 months should you not be able to perform two of 6 activities of daily living or you become cognitively impaired. · There are only a handful of specialists in the country that can effectively calculate your RMD, calculate your potential tax liabilities, shop the industry, present your options, know what special product is used for the IRA Reboot, prepare the proper Integrated Family Dynasty, if needed, and install your Wealth Creation/Family Bank Strategy. The RMD Leverage Strategy and The IRA Reboot have been a focus of Estate Planning Specialists for over 30 years. Your Next Steps: Complete the RMD Leverage Strategy Request Form Below We will call you to schedule an appointment to assess your goals and objectives and prepare your personalized RMD Leverage/IRA Reboot Strategy. Once you have selected the strategy for you, we will do our best to get you qualified with the company and policy design of your choice. First Name (*) Please let us know your name. Last Name (*) Invalid Input Date of Birth (*) MonthJanFebMarAprMayJunJulAugSepOctNovDec / Day01020304050607080910111213141516171819202122232425262728293031 / Year1920192119221923192419251926192719281929193019311932193319341935193619371938193919401941194219431944194519461947194819491950195119521953195419551956195719581959196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013 Invalid Input Smoker (*) YesNo Invalid Input Spouse First Name Invalid Input Spouse Last Name Invalid Input Spouse Date of Birth MonthJanFebMarAprMayJunJulAugSepOctNovDec / Day01020304050607080910111213141516171819202122232425262728293031 / Year196019611962196319641965196619671968196919701971197219731974197519761977197819791980198119821983198419851986198719881989199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013 Invalid Input Smoker YesNo Invalid Input Your Email (*) Please let us know your email address. Phone Number (*) Invalid Input Best Time To Call Invalid Input Address (*) Invalid Input City (*) Invalid Input State (*) Invalid Input Zip Code (*) Invalid Input Medical: Within the past five years have you been confined to a hospital, clinic, or medical facility? (Self) (*) YesNo Invalid Input If yes, please give details below: Invalid Input Have you been advised by a physician that you have (Check all that apply): HypertensionRespiratory DiseaseSleep ApneaDiabetesCancerHeart DiseaseKidney DisorderStroke Invalid Input Financial: 1. Qualified Accounts (IRA, 401K, etc): $ Invalid Input 2. Combined Annual Income: $ Invalid Input 3. Combined Net Worth: $ Invalid Input Illustrate: Yes Invalid Input Mr. Phillips, I am interested in finding out how I can leverage my IRA. Please prepare for me, at no cost, my personalized IRA Reboot/RMD Leverage Strategy Analysis based on the following information: 1. Please prepare my RMD Leverage Strategy illustration based on: Invalid Input An annual deposit of Invalid Input Invalid Input My natural “qualified” account RMD, based on my account balance of Invalid Input And an interest assumption of Invalid Input 2. Please base the above illustration reflecting deposits based on: Continuous Annual Deposits5 Annual Deposits10 Annual Deposits Invalid Input 3. Which RMD Leverage Strategy option would you like us to illustrate? Wealth Creation StrategyFamily Bank StrategyBoth Invalid Input Please prepare my IRA Reboot based on a conversion amount of Invalid Input With my IRA Reboot please illustrate income beginning in year Invalid Input I would like you to include the Long Term Care Rider in my illustrations. Invalid Input I would like to consider reviewing the IRA With A Twist Strategy. Invalid Input Join Newsletter YesNo Invalid Input Request IRA Reboot Analysis