Client companies use Wealth2k® products to gain competitive advantage in targeted markets. We help our clients better differentiate and showcase their offerings by wrapping them in innovative communications strategies that more effectively convey their essential value.
Out multimedia educational presentations are proven in their ability to increase new sales. They engender clarity and confidence on the part of consumers while also training advisors on how to properly explain complex products and their realistic performance potential.
Wealth2k® is also a leading provider of solutions for retirement income generation. Our highly regarded Income for Life Model® is an open architecture, time-segmented retirement income solution that is supported by an array of complete array of compliant communications tools makes it possible for a carrier or Broker-Dealer to enter the distribution marketplace with a credible, proven, and marketable solution that produces superior results with less inherent investment risk.
Our websites for financial advisors help reduce market conduct liabilities through their capacity to stream compliance approved sales presentations to vast audiences of potential buyers.
Client List:
- AIG
- Aviva
- Curian Capital
- Fixed Income Securities
- ING
- Jackson National Life
- Life of the Southwest
- MassMutual
- National Life
- NFP Securities
- Phoenix Wealth Management
- Protective Life
- Royal Bank of Canada (RBC Insurance)
- Securities America Investments
- Sun Life Financial
- Symetra Financial
- West Coast Life
