YOUR NEXT $1M+ IRA CLIENT IS SEARCHING RIGHT NOW
For Serious Annuity Producers

133 LEADS.
24 APPOINTMENTS.
$1,030,000
AVERAGE IRA.

133 leads. 24 appointments. $1.03M average IRA. On a $2,000 ad spend. Not projected. Not "results not typical." That's what actually happened while others were watching from the sidelines.

Apply Now → See The Numbers
133Leads — single month
$195Cost per appointment
$1.03MAvg IRA size
You've Been Burned Before.
  • The seminar program that promised 50 qualified leads and delivered 12 tire-kickers
  • The CRM that was supposed to "automate everything" — but created more work
  • The $15K coaching program that told you what you already knew
  • Grinding harder every year for the same results doing $2M–$3M in production
  • Watching other advisors dominate the Roth niche while you're still searching
"I want something that works as long as I will."
— Eric Couch · Chief Servant & Founder, Roth Roadmap
133 internet leads in a single month ◆ 24 booked appointments ◆ $195 per appointment ◆ $1,030,000 average IRA size ◆ $26 per lead generated ◆ AI follow-up — zero leads fall through ◆ Only 6 of 737 carriers are Roth-friendly ◆ $2M+ producers only — limited slots ◆ 133 internet leads in a single month ◆ 24 booked appointments ◆ $195 per appointment ◆ $1,030,000 average IRA size ◆ $26 per lead generated ◆ AI follow-up — zero leads fall through ◆ Only 6 of 737 carriers are Roth-friendly ◆ $2M+ producers only — limited slots ◆
The Real Problem

YOU'RE NOT STUCK.
YOU'RE UNSYSTEMATIC.

The problem isn't you. It's that most systems are built by people who've never run them at scale. They teach theory. We show you last month's numbers.

01
NO LEADS

Cold calling recycled lists while your competitor wakes up to self-selected prospects with $1M+ IRAs in their inbox. We target ages 60–75 with $500k+ in assets — they find you.

02
NO FOLLOW-UP

A lead comes in. You call once. No answer. You move on. You just left money on the table. Our AI engages every lead within 60 seconds — 24/7 — booking appointments while you sleep.

03
NO SYSTEM

Amateurs practice until they get it right. Professionals practice until they can't get it wrong. We give you the exact presentation, software, scripts, and close framework running in our practice right now.

The Window

THE TAX WINDOW
IS OPEN.
FOR NOW.

We're adding $1 trillion in debt every 5 months while taxes sit at historic lows. Those rates are written in pencil. When Congress erases them, your clients lose. You lose.

  • ✓
    Your clients have a narrow window to convert
    RMDs will force distributions whether they plan or not. You either drive the plan — or the IRS does.
  • ✓
    IRMAA adds $400k+ in unchecked costs
    Medicare surcharges compound at 6–6.5% per year. Each year you wait costs your client — and costs you premium.
  • ✓
    The advisor who owns this niche wins big
    Only 6 of 737 carriers are truly Roth-friendly. We found them. We'll hand you the roadmap.
U.S. NATIONAL DEBT TRAJECTORY
$36T+
201020152020NOW
"Today's tax rates are historic lows. IRS reductions are written in pencil — permanent only until Congress erases them. The window to act is RIGHT NOW."
The Solution

THE SYSTEM
GENERATING
$1M+ IRA
APPOINTMENTS
RIGHT NOW

Not five years ago. Not "when I was building my practice." Last month. The month before. This month. Four pieces. One machine.

01
Internet Lead Engine — The Crusher
QUALIFIED PROSPECTS. IN YOUR INBOX. DAILY.

133 leads. $26 per lead. $1.03M average IRA size. In a single month. Roth Roadmap targets ages 60–75 with $500k+ in income-producing assets. They find the page. They fill out the form. They raise their hand.

Consumer website pre-educates & pre-qualifies every lead
Precision targeting — income, age, geography, asset level
Self-selected prospects — they come TO you
Works alongside live seminars AND webinars
02
AI Automation Layer
NEVER LOSE A LEAD AGAIN

The moment a prospect responds, our custom AI engages them — instantly. It answers questions, books appointments, handles objections, and runs automated follow-up sequences. No lead slips through.

AI bots — instant outbound text on every lead
Chat bots — Q&A and appointment booking 24/7
Exclusive to ProVision / Roth Roadmap partners
CRM built in — full pipeline visibility
03
Dinner Seminar System
WALK IN READY. WALK OUT WITH APPOINTMENTS.

Turnkey seminar kit — training videos, seminar recording, PowerPoint, banner, 50 workbooks, 50 appointment cards, digital forms. The framework is proven. You just execute.

Full seminar recording + training videos
Workbooks + appointment cards
Proven authority, social proof & reciprocity framework
Get cards before dinner — control the room
04
Software + Training + Community
CLOSE WITH CONFIDENCE

The Roth software models the chain reaction and compares scenarios in front of the client. Training covers every objection. Community keeps you sharp.

Roth software — baseline to close
Only 6 of 737 carriers meet our criteria — we hand you the list
Full sales framework: objections, scripts, close
Advisor community + ongoing coaching
The Offer
WE GIVE YOU
THE TOOLS.
FREE.

When you work through our IMO, we hand you the AI automation platform, CRM, and chat bots at no cost. You fund the needed software and ad spend — we provide the entire tech stack.

* Ad spend and Roth software licensing apply.
Automation, CRM, AI tools bundled FREE for qualifiers.

⬡
AI Voice Bot Platform
FREE
⬡
Chat Bot & Lead Engagement
FREE
⬡
Full CRM & Pipeline
FREE
⬡
Automated Follow-Up Sequences
FREE
⬡
Dinner Seminar System & Training
FREE
⬡
Advisor Community Access
FREE
Apply Now →
Real Numbers. One Month. $2,000 Ad Spend.

REAL RESULTS.
NOT PROJECTED.

Not "results not typical." Not theory. This is what actually happened.

133Internet leads
24Booked appointments
$195Cost per appointment
$1.03MAverage IRA size
$2KTotal ad spend
300+Advisors nationwide using the system
$250M+Annuity production in under 1 year
ExclusiveAI & automation — only via ProVision / Roth Roadmap

"The digital appointments changed everything. Qualified prospects with million-dollar IRAs, daily. We haven't looked back."

— James T. · Independent Agent

"$50,000+ in commissions. Three months in a row. All from internet leads. I've never seen a program work this well!"

— Marco P. · Independent Agent

"The AI follow-up alone saved two leads I'd written off. I never touched them — the bot booked both appointments on auto-pilot."

— David R. · RIA

"The seminar system is wildly effective — 1.5–2.2% response rate when everyone else is getting 0.5%. That's the next level."

— Sandra K. · Agency Owner
Apply Now

STOP SEARCHING.
START
IMPLEMENTING.

If you're sick of theoretical BS and ready for a system that works when you do — let's talk.

We'll walk through your current production, whether the Roth Roadmap fits your market, and exactly what results you can realistically expect. No fluff. No pressure. Just the truth.

FREE for $2M+ producers through ProVision Brokerage
Under $2M? We'll negotiate a paid or partial agreement on a limited basis
Works with B/D, RIA, independent advisors, agencies & IMOs
We only work with producers who will actually implement
Call us direct: (888) 776-7590
Apply Now
WE'LL REVIEW YOUR APPLICATION & REACH OUT IF YOU QUALIFY
A NOTE FROM ERIC COUCH

I know you're skeptical. You should be. You've been burned before.

But here's the thing — those monthly results I showed you? I can walk you through exactly how we generated them. Line by line. Dollar by dollar.

Fair enough?

→ Apply Now
Eric Couch
Chief Servant & Founder · Roth Roadmap
P.S. — Only available to producers with $2M+ annual annuity production.
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Earnings Disclaimer: Results shown are not typical and do not guarantee future performance.  |  SMS Consent: By submitting the form above you consent to receive SMS, email, and voice communications — including AI-generated voice — from ProVision Brokerage, LLC. Reply STOP to opt out.