Velomon Group
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Velomon is an Insurance Business Optimizer. We help our agent create success by providing innovative training, tools, and support.
10/21/2025
I'll be a panelist on Wednesday, October 22 where the topic will be Roth Conversion. Hope you can attend - should be quite informative.
Session 56: How To Do a Tax-Free IRA to Roth IRA Conversion Learn from Patrick Grimes, James Beattey and Scott Ellsworth about Tax-Free IRA to Roth IRA Conversion
03/24/2025
Deciding to convert a traditional IRA to a Roth is an ROI calculation. There's an investment (the conversion tax) and a return (the post-conversion financial benefits of conversion and/or the financial consequences of not converting. Do you have what you need to make a good decision?
06/20/2024
Was a guest on the Default Profitable podcast that dropped today. The episode is about starting a business. Love to hear your comments.
Default Profitable: Ep89 Jay Beattey CEO and Founder Velomon Group on Apple Podcasts Show Default Profitable, Ep Ep89 Jay Beattey CEO and Founder Velomon Group - Jun 19, 2024
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12175 Visionary Way
Fishers, IN
