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.

Products Peerless marketing tools and unmatched illustration technology that enables advisors to capture retirement assets.
  • income for life model
    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.

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  • wealth ladders
    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.

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  • retirement time
    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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Income for Life Model®
+ Retirement Time

$99/month

Wealth Ladders™

$59/month
∞ Individual Only License ∞ Individual Only License
For registered reps, RIAs, Hybrid RIAs For insurance licensed individuals
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* Enterprise license may be 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.