Wealth2k®

Wealth2k® offers websites for consumers to learn about our products, as well as others that financial intermediaries use to access our professional retirement income planning applications. Pease use the links to the right to navigate to our websites.

Advisor Sites

  • www.incomeforlifemodel.com
  • www.wealthladders.com

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    Consumer Sites

  • www.iflmmovie.com
  • www.wlstrategy.com
    • About Us We strive to develop the most effective advisor-centric retirement solutions.

    Since its founding in 2000 by David Macchia, Wealth2k, Inc. has delivered innovative sales and marketing applications for numerous financial services companies including ING, MassMutual, Aviva, AIG, John Hancock, Securities America Investments, Symetra Financial, Sun Life and INVEST Financial.

    We have pioneered the development of compliant investor education presentations in the Flash format. Thousands of financial advisors use our interactive tools and multimedia presentations to better convey complex financial products and concepts.

    Areas of domain experience

    • Retirement income distribution
    • Rollover IRA
    • Life insurance
    • Fixed and variable annuities
    • Structured products
    • Portfolio advisory services

    Technologies used at Wealth2k®

    Platforms: Java EE, Perl, Adobe Flex
    JBoss Application Server, Apache HTTP Server
    Windows Server, Ubuntu Linux
    Integrated Development Environment: Eclipse IDE, IBM Application Developer, CVS Source Control, Flex Builder
    Java Technologies Used: EJB, Java servlets, JSP, JSP Tags, JNDI, JDBC, JMS
    Design Patters: Model View Controller
    Frameworks used: Struts, AJAX, XML, XSLT, Flex. EJB
    Database Platforms: Microsoft SQL Server, MySql
    Authentication / Session: Several Options are available:
    • Standard User Login: Form based authentication is used.
    • Trusted Single Sign-on: Login servlets using single sign-on API may be deployed to allow user sign-on from a third party system.
    • Standard Single Sign-on: Customers may use standard login servlets with exiting user information.
    Client Requirements: Web Browser with JavaScript enabled and Flash Player. Internet Explorer 7+ recommended.
    Hosting Environment Hosted in premier secure SAS70 Type II facility. 100% power and network SLA. 100Mbps burstable bandwidth available.
    © Copyright 2011 Wealth2k, Inc. All rights reserved. The information presented is general in nature and not intended to be a complete explanation of the subject matter or a substitute for careful personal planning. In some instances the material specifically refers to elements of federal tax laws and regulations. The impact of any state or local taxes should also be considered. Wealth2k, Inc. nor or any of its affiliates are engaged in rendering legal, tax, or accounting advice. Legal, tax, and accounting advice applicable to your own situation should be obtained from a qualified professional.
    For Financial Advisor, Broker-Dealer and Insurance Carrier Use Only.