Remarkable value at a remarkably low cost!
Wealth2k's The Income for Life Model and our other retirement income distribution programs help financial advisors create, convey, implement and report on actionable, outcome-focused retirement income investing strategies. Our income distribution planning software enables advisors to create formal plans based upon any of the popular investing approaches including total return, time-segmentation, guaranteed income and hybrid strategies.
Our industry-leading advisor-to-client communications tools help advisors package their value, build investor confidence and gather assets. Wealth2k also creates customized retirement income platforms for institutions. We speed time to market and significantly reduce development costs compared to in-house development.
The Income for Life Model®
The Income for Life Model is a comprehensive solution for retirement income distribution that enables advisors to create and communicate retirement income strategies with amazing flexibility. It provides an actionable, understandable and monitorable plan of implementation that helps build confidence and win clients.
With software that makes it easy to illustrate time-segmented asset allocation strategies with optional lifetime income, advisors have the key to meeting any retiree's needs. Design plans with as few as two or as many as nine segments, include lifetime income benefits, as an option. In short, create income plans your way. There is no more advanced, flexible and practical approach for retirement income distribution.
Wealth Ladders™
Wealth Ladders is a platform for insurance producers that builds retirement-focused annuity sales. It offers incomparable educational tools and impressive illustration software that presents the benefits of laddered retirement income strategies funded by fixed annuities.
The program helps agents provide safety-minded consumers a balanced view of how annuities may be used to strengthen retirement security.
Retirement Time™
What's the point of having a website if it can't help you build confidence and win new clients?
Retirement Time improves advisor-to-client communications in a way that can demonstrably impact the sales process. Prospecting-focused, interactive and beautifully-designed, Retirement Time changes the game and makes the Web your ally in building retirement income and Rollover IRA business.
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Webinars
If you want to know the latest developments in the world of retirement income - and how to increase your share of retirement business - don't miss our regular webinars.
Latest Webinars:
Watch recorded IFLM v.3 introductory webinar from Thursday, January 27, 2011.
View Webinar »
Previous Webinars:
Maximize Your Success in 2010.
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Lead Generation WebsitesFree to Advisors who License Our Products
Wealth2k has introduced innovative lead-generation strategies to support our retirement income distribution programs. IFLMMovie.com and WLStrategy.com provide consumer education, and make it easy for consumers to connect with advisors and agents.
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Testimonials
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The Income for Life Model is an eye-opener because the client can see that, for the first five years, income will come from a no-risk investment.
Dorion-Grey Retirement Planning, Crystal Lake, Ill.
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Because the Model isn't driven by product vendors, the advisor can satisfy his client's income needs in...a number of different ways.
CenterPoint Wealth Management, Wichita, Kan.
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The Model has been one of the most powerful tools I've used to show clients how their portfolios will be structured and where their retirement income will come from.
Dorion-Grey Retirement Planning, Crystal Lake, Ill.
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Undeniably, there is a need for products like the Income For Life Model.
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I had a prospective client contact me via my Wealth2k website, and after working through IFLM and some additional planning, she placed $959K under my management to implement her plan. Working through this first real case has been an eye opener and rich learning experience... and it has radically changed the focus of my practice for the rest of my career. Thanks!
Indianapolis, IN.
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Since signing up for the Income For Life Model we have received several inquiries via our Retirement Time website (in just our first 5 months). In addition, I've had people call and mention the calculators and/or movie! We have acquired one hourly client, which has paid for the service. In addition, I have found the software tremendously helpful. We used to pay twice as much for a lead service alone and got ZERO activity for a year. The Income For Life Model provides an incredible value for its cost. We are quite happy and look forward to continuing to work with you.
Principal/Financial Advisor
Sensible Money, LLC
Scottsdale, AZ 85260
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The Income for Life Model has been instrumental in producing a dramatic increase in our business in 2010. Following the economic crisis in 2008-2009, there was a shift in the focus of pre-retirees away from 'rate of return' in favor of How do I keep from running out of money before I run out of time?
The Income for Life Model gives us a simple but powerful tool to display the time-segmentation strategy to a client. Once people understand the strategy, they not only become clients, but they are also eager to refer us to their peersFinancial Advisor
GenWealth Financial Advisors
Bryant, AK
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The TrajectTM Network
Traject is a sophisticated, web-based "backbone" that creates and manages PURL microsites for financial advisors and consumers. It also enables insurers, investment companies, broker-dealers and banks to quickly and compliantly communicate their value through video and interactive content delivered to the web browser.
Traject expands the capacity of intermediaries to reach more potential customers in a compliant manner across multiple types of sales.
To find out more, please view the Traject multimedia presentation featuring Wealth2k CEO, David Macchia.
