The Rothology® Sales Toolkit

Pick your workspace.

Two teams, two flows. Each workspace contains the five tools for that team's conversation — in order, one page, screen-share ready.

For Rothologists 01

Cold prospect, full journey.

Use this when the prospect is starting fresh — no webinar, no referral. Walks them from first number on screen through Discovery → Annual Review → Close. Tone: build trust, earn the decision.

Five Steps Inside

01RMD Calculator

02Sample Plan

03Six-Step Client Journey

04Letter to the Spouse

05Three-Path Close Card

Open Workspace

For Senior Planners 02

Referred prospect, warm confirmation.

Use this when the prospect comes from a partner-advisor referral and has already completed the webinar. Fear peak is cleared. Tone: respect their intelligence, confirm the decision, close efficiently.