Wealth2K® is a software and media company exclusively focused on the financial services industry. We offer a unique combination of web-based technology and rich multimedia content that helps financial services companies increase market share, improve compliance and capitalize on emerging marketing opportunities.
We deliver services in four targeted areas:
- Next-Generation Communications Technology
We offer web-based application services that are designed to transform consumer-facing communications in financial services.
Find out more about our Traject™ network. - Retirement Income Solutions
Our highly-regarded The Income for Life Model® and private-label solutions are designed to help our clients capture retirement assets through attractive, income-generation strategies.
Learn more. - Multimedia Presentations
Educational presentations which are able to compliantly convey complex products and solutions in language that consumers truly understand. - Strategic Marketing Consulting
Management consulting on strategies designed to make your value proposition better understood by consumers and distributors.
Wealth2K®'s ground-breaking retirement income solution - The Income For Life Model® - was featured in the January 2008 edition of Research Magazine [www.researchmag.com]. The article, written by David Drucker, and entitled One BD Steps Up to the Challenge, highlights the innovation being applied to retirement income planning by Wealth2k customer Securities America Investments.
Please visit the new Income For Life Model® website
For a case study, click here...
Virtual Agents
Wealth2k® technology makes the deployment of Virtual Agents fast and economical. Watch a 3-minute movie that explains how advisors' productivity is enhanced by Virtual Agents.
Click here to view movie.
Click here to download the movie.
Wealth2k has introduced two visionary products to help financial services companies capture more assets.
Traject™ is a game-changing, web-
based communications network.
The Income for Life Model® v.2.0
is a compliant framework that enables
advisors to attract and engage
consumers on the subject of retirement income distribution.
Visit the IFLM website.
Both applications upend the competition
in terms of enhanced compliance and improved consumer-facing experience.
Click here to find out more.
Learn about FIAToday®, Wealth2k's initiative to provide quality, unbiased consumer education on equity-indexed annuities. It's available at no cost to all licensed annuity agents and
broker-dealers in the U.S.
Click here to find out more.
