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Bombshell Book

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:

  1. Complete the RMD Leverage Strategy Request Form Below
  2. We will call you to schedule an appointment to assess your goals and objectives and prepare your personalized RMD Leverage/IRA Reboot Strategy.
  3. 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.

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Medical:

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Financial:

1. Qualified Accounts (IRA, 401K, etc): $
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2. Combined Annual Income: $
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3. Combined Net Worth: $
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Illustrate:

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:
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And an interest assumption of
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2. Please base the above illustration reflecting deposits based on:
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3. Which RMD Leverage Strategy option would you like us to illustrate?
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Please prepare my IRA Reboot based on a conversion amount of
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With my IRA Reboot please illustrate income beginning in year
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