What Is Wealth Ladders?
Wealth Ladders is a compliant platform for powering your fixed annuity sales growth. It extends your prospecting reach, packages your value, and enhances your image through marketing tools of unmatched quality including a dynamic, personalized, prospecting-focused website. Wealth Ladders offers easy-to-use software that enables you to create laddered strategies funded by various types of fixed annuity contracts. The software makes it simple to create strategies that align perfectly with the characteristics of today's annuity income rider benefits.
To sign up, visit www.wealthladders.com
- 1
- 2
- 3
Overview
The Wealth Ladders platform has been designed to help insurance-licensed producers better convey the value of annuities in the context of retirement income. Cutting-edge marketing and illustration tools work together to help producers deliver a laddered annuity strategy that generates tax-deferred growth and predictable retirement income.
Elements of the Wealth Ladders System
- Personalized website with Seminar-for-One™ direct to web browser educational presentation
- Web-based illustration system
- Seminar module (traditional seminar PowerPoint presentation)
- Wealth Ladders brochure (from your website and downloadable from marketing library)
- Private Wealth Ladders account with secure access
- Listing in Wealth2k's searchable Advisor Locator Database with hotlink to your personalized website (your listing will appear at www.WLStrategy.com)
Your Platform for Growth
The new marketing tools you need!
- Dynamic, prospecting-focused website that is personalized to you
- Wealth Ladders consumer education movie
- Consumer PowerPoint seminar
- Seminar-for-One™ movie presentationdirect to web browser
New illustration tools
- Wealth Ladders illustration tool
- Illustrate "laddered" strategies
- Include income riders
- Illustrate other income sources
- Create concise Personalized Analysis
Market a Strategy Not a Product
- Multi-product, laddered strategy for retirement income market
- Funded with immediate, fixed deferred and fixed indexed contracts
- A safe way to create predictable retirement income
