One of the top retirement planners rated in Forbes Magazine 3 times, my specialty in Roth Conversions has caused me to be licensed in most states. I also recruit and train agents in Roth Conversions and annuity sales. February 1st 2025 marked my 34th anniversary in the business. I also trained annuity agents for many companies such as SAG, Zaghorn, Annexus, Aviva Life etc.More...