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This course highlights strategies to leverage life insurance in helping clients optimize the tax-free benefits of converted Roth IRAs to build larger retirement accounts. Students will examine real-world cases encountered by insurance professionals, providing practical insights and applications to enhance their financial planning expertise.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Address the three questions to ask a client or prospect in every Roth conversion evaluation,
• Identify who should and shouldn’t convert to a Roth IRA – because it’s not everyone, and
• Develop an estate plan with Roth IRAs.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.