[VIDEO] Roth & Partial Roth Conversions From North American

Looking for another way to start the tax diversification conversation with your clients?

A Roth conversion doesn’t always mean converting everything at once.

With North American fixed index annuities, eligible clients may have the flexibility to use full or partial Roth conversions, including the ability to convert over time.

Our quick agent video can help you get more familiar with the strategy and how it works. 

In under two minutes, you’ll learn more about:

• Full and partial Roth conversion options
• How partial conversions can provide added flexibility
• What the conversion process looks like with North American

Watch now and feel more prepared for your next Roth conversion conversation.