Income distribution planning has taken on more importance as a result of the DoL “Fiduciary Rule.” Plan now for post-DoL success by institutionalizing your firm’s retirement income process with Wealth2k®.
Because a new process-driven era has dawned and you need to better serve the retirement income planning needs of your many Constrained Investor™ customers. Bringing them transparent, risk-mitigating retirement income solutions is the key to business growth in the post-DoL marketplace.
Wealth2k® is All About Retirement Income
Our scope extends far beyond software. Wealth2k® provides a philosophy and process, financial advisor training, client-facing communications and proprietary income planning software. We furnish a total solution that better facilitates enterprise-wide success.
Discover what your peers say about The Income for Life Model®
Learn how we help your advisors win investor loyalty and consolidate assets.
Wealth2k provides co-branded and white label enterprise retirement income solutions that broaden and deepen wallet share.
Before you can plan you first have to create a prospect.
Successful in the bank, IBD and RIA channels, The Income for Life Model® helps thousands of financial advisors optimally serve the retirement income planning needs of Constrained Investor™ clients.
“Expands the pie” for firms across the U.S., broadening and deepening customer relationships in a way that leads to the consolidation of household investment assets.
Provides unmatched context for the recommendation of investment and insurance products. It makes it easier for firms to document product selection in a needs-based context.
Addresses Americans’ number one financial concern, retirement income, in a way that’s easy-to-understand and confidence-building.Learn More
A Revolutionary Prospecting System for Social Security Income Planning
Social Security Wise™ is a breakthrough prospecting system that solves the number one challenge financial advisors face: “How do I acquire new clients?”
Social Security Wise™ combines an advisor-personalized prospecting website, exclusive multimedia content and innovative strategies for generating qualified leads. The result is a business growth platform that enhances the advisor’s credibility and online image.
Social Security Wise™ Meets Prospects Where They Want To Be Met
Today’s consumers learn and evaluate in a variety of ways. They may prefer to acquire information over an iPad, iPhone, Android smartphone or notebook computer. To win the loyalty of web-savvy consumers, financial advisors must package their value on mobile and other devices. Social Security Wise™ delivers an unmatched learning experience over any device with a web browser.
Social Security Wise™ Is Ultra-High-End And Delivers A Powerful Experience… from You
As important as it is to meet prospects online, it’s equally important to impress them with high-quality content. Social Security Wise™ is beautiful to look at while being interesting and informative on a topic of universal concern.
Social Security Wise™ delivers exclusive content, including a captivating multimedia presentation that creates a “wow” moment for prospects. It’s the key to attracting new customers.