In order to become a Certified Roth Conversion Specialist™ (CRCS™), advisors will be required to sign an affidavit stating that they will not recommend Fixed Indexed Annuities (FIAs) with bonuses to “find the money to pay the tax” on Roth conversions.

Click here to download the affidavit for review and signature.  

Those who obtain the CRCS™ designation and then recommend FIAs with bonuses to clients will have their designation revoked.