Your clients are already looking for this.
Roth Blueprint delivers warm retirement prospects directly to your pipeline — and gives you the most precise Roth conversion and annuity analysis tool available to close them.
Free to start. No IMO required.
Start with $1M. Still have $1M. Now tax-free.
The most common reason clients hesitate on Roth conversions is the tax bill. Roth Blueprint's optimization engine structures the conversion so after taxes are paid, the client's total value stays whole — and every dollar that remains compounds tax-free for the rest of their life.
That's not a promise advisors can make with a spreadsheet. It's what a real solver makes possible.
Two things most advisors don't have.
Warm Prospects, Delivered
Every week, thousands of retirees use Roth Blueprint to model their own retirement. When they raise their hand, that lead comes to you — someone who already understands the value of what you offer and asked to hear more.
Analysis That Closes Cases
Run year-by-year Roth conversion scenarios, model annuity replacements, stress-test tax brackets and IRMAA thresholds, and hand clients a PDF report they can trust. It's not a calculator — it solves for the optimal strategy.
Built for the complexity of real cases.
Most tools calculate. Roth Blueprint optimizes.
Year-by-year projections
Models every year of retirement, not just a snapshot.
Tax bracket & IRMAA optimization
Solves for the conversion schedule that maximizes lifetime wealth within a chosen tax ceiling.
Per-spouse split targeting
Handles married households with individual account-level precision.
RMDs, Social Security timing, state tax
All modeled, all in one run.
Real annuity products
Fixed indexed annuities with actual carrier terms, bonuses, surrender schedules, and crediting.
Baseline vs. Blueprint
Every case shows two worlds side by side: do nothing vs. optimized.
Client-ready PDF reports
Professional, suitability-grade output your client can take home.
The numbers behind the platform.
Simple pricing. No commission splits.
One flat platform subscription, plus $65 per appointment booked to your calendar. No hidden fees, no minimums, no surprises.
Pro
Billed annually ($3,600/yr) — or $500/mo month-to-month.
Billed only when a prospect books on your calendar.
- Warm prospects, never shared
- Full tool suite
Ready to stop waiting on referrals?
Get a personalized walkthrough and see a live case run for a client like yours.
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