Wealth2k

CANTON, MA -- MARCH 17,2008 -- Financial advisors and broker-dealers are facing a massive yet challenging business opportunity in terms of helping Boomer clients generate durable, inflation-adjusted retirement income. Today, Wealth2k introduced The Income for Life Model® v.2.0, a competitively-advantaged, post-retirement income distribution solution. A new website, www.incomeforlifemodel.com, describes six areas that Wealth2k believes help define that competitive advantage.

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CANTON, MA--(Marketwire -- November 13, 2007 10:06 ET -- Strategic marketing thought leader, David Macchia, today published at his online magazine (www.davidmacchiablog.com) a one-of-a-kind interview with Mark Casady, CEO of LPL Financial, America's No. 1 independent broker-dealer. In this far reaching interview with Casady, who is one of the financial services industry's most respected executive leaders, Macchia, CEO of Wealth2k® opens discussions about a variety of compelling and timely issues, including significant challenges and growth opportunities facing the industry.

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HINGHAM, MA -- November 1, 2007) -- Driven by the urgent need to educate consumers on the risks and rewards of owning equity-indexed annuities, Wealth2k announced that beginning today it will offer free compliant* indexed annuity educational presentations and advisor-personalized microsites to all broker-dealers and licensed annuity agents in the U.S.

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HINGHAM, MA -- (Marketwire - June 18, 2007) -- Wealth2k, Inc., a strategic marketing consulting firm for the financial services industry, has launched DB-by-INS™, a contemporary approach to retirement income planning designed to create predictable, tax-advantaged retirement income.

According to Wealth2k chief executive David Macchia, the name DB-by-INS™ refers to the defined benefit nature of the retirement income provided and the finding vehicle used to provide it: life insurance.

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HINGHAM, MA -- (MARKET WIRE) -- May 23, 2007 -- In a far reaching, one-of-a-kind interview with Wealth2k® CEO, David Macchia, Moshe A. Milevsky, PhD., shares his expert insight on a variety of timely issues facing the retirement income and financial services industries.

Milevsky, Executive Director of the Individual Finance & Insurance Decisions Centre (IFID), is an international authority on retirement issues and an associate professor of finance at York University. A bestselling author, he has written over 40 scholarly research articles and his views are regularly sought out by prestigious business journals.

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(Omaha NE) May 14, 2007 -- Securities America Inc. today announced an enhanced client communications and planning toolbox for representatives to use as their clients approach the income distribution phase and increasingly worry about outliving their money.

"We've been using the Income for Life Model® developed by Wealth2k for almost two years," says SAI First Vice President for Wealth Management Services Paul Lofties. "In addition to rolling out related/new marketing communications strategies, we are working jointly with Wealth2k on enhancing the proposal development system, which will support our advisors in creating illustrative portfolios for clients based on a range of variables and assumptions."

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HINGHAM, MA -- (MARKET WIRE) -- April 19, 2007 -- Technology & the Rollover/Retention Challenge will be the title of Wealth2k CEO David Macchia's keynote address on July 10 at the Financial Research Associates' 2007 IRA Rollover Summit. Mr. Macchia will share his incisive perspective on hi-tech solutions for preventing rollover retention challenges from becoming a full-blown crisis. He will also present the latest trends in technology personalization down to the plan participant level, and provide new insight into the web browser component in rollover strategy.

On July 30, 2007, Mr. Macchia will deliver a keynote address entitled, Laddered Retirement Strategies for Creating Sustainable, Inflation-Adjusted Retirement Income, at World Research Group's Optimized Income & Product Solutions for Retirement Advisors conference. He will share his expertise on the development and marketing of retirement income product combination solutions.

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HINGHAM, MA -- April 16, 2007 -- Sun Life Financial has unleashed the next wave of compliant agent marketing and consumer education. To support its agents' ability to present a compliant and balanced explanation of its new income-oriented indexed annuity, SunDex Advantage, the company has offered thousands of distributors unique, personalized microsites that serve as virtual agent assistants. The microsites, which carry all required broker-dealer and, or carrier disclosure language, stream engaging and educational multimedia presentations to prospects’ web browsers. The microsites are created, managed and hosted on Wealth2k’s Traject™ network.

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HINGHAM, MA -- (MARKET WIRE) -- March 19, 2007 -- Wealth2k® President and CEO, David Macchia, launched a new blog (www.davidmacchiablog.com) to encourage open discussions about key retirement income issues as well as controversies facing the financial services industry and financial advisor intermediaries.

In the wake of bad news about the alleged improper sales practices of some agents selling annuities in Massachusetts, the blog confronts the implications of an industry-wide lack of candid, understandable and compliant communications on financial concepts and products.

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HINGHAM, MA--November 27, 2006-- Wealth2k, Inc. today announced the introduction of Traject™, its web-based network designed to help financial services companies boost sales of new and existing products, improve compliance and reduce marketing costs. Traject™ enables insurance companies, investment companies, banks and broker-dealers to superimpose a virtual distribution channel on top of a traditional intermediary channel resulting in productivity gains for the traditional channel.

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HINGHAM, MA -- (MARKET WIRE) -- October 24, 2006 -- Wealth2k CEO, David Macchia, has been chosen for several roles during the 2007 IIR/Retirement Income Industry Association's Managing Retirement Income conference. First, as co-chair for the Context Mapping section on opening day of the conference, Macchia will introduce the section, the speakers and the issues that will be discussed. Second, he will serve as Moderator for a panel which will examine the present and future role of life insurers in crafting products and processes for Boomer Retirement Security.

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HINGHAM, Mass.--(BUSINESS WIRE)-- October 02, 2006 -- Following the recent launch of Aviva For Life, its innovative retirement income solution aimed at the Boomer market, Aviva (Aviva Life Insurance Company) announced that it will equip its agents with leading-edge websites capable of streaming a multimedia educational presentation over the Internet. Offered at no cost to the agents, these websites will strengthen agents' ability to objectively convey the benefits of Aviva For Life including how the strategy ladders fixed annuities to generate durable retirement income

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QUINCY, Mass., July 10 /PRNewswire/ -- As the first Baby Boomers turn 60 and begin transitioning from savers to recipients of retirement assets, Aviva Life Insurance Company (Aviva) introduces Aviva For Life, an innovative retirement income solution. Leveraging the synergy created by combining fixed annuities designed to provide guaranteed income streams with others aimed at accumulation, Aviva For Life helps deliver reliable, inflation-adjusted income without investment risk. The strategy is built on the strong guarantees and features of Aviva's portfolio of fixed annuities including immediate, tax-deferred and tax-deferred indexed products.

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