top of page

The life insurance and annuity innovations that will drive success over the next decade."

YouTube Thumbnail - 2024-03-06T084420.249.png
YouTube Thumbnail copy - 2024-04-17T063510.444.png
Facebook Post (15)_edited.png

"Insurers and agents need new sales models for the post-DOL marketplace We have them."

CI Logo black copy copy copy copy copy copy copy copy copy copy copy copy.png
wl women logo 5 copy copy copy.png


MAX UX Logo BLack copy.png

Transforming the UX agents and advisors project to consumers.


You need as business-building process that is viable under DOL's Fiduciary Rule. It's here. Nowhere else. Learn about Constrained Investor income planning. Read the Agent Guide. 
Click image to download.

wl women regular logo copy copy copy copy copyWealth ladders logo copy copy copy (1).png
CI Logo black copy copy (5).png
employee women  tr2.png
Wealth Ladders is a sophisticated, process-based solution for constructing the vital foundation, or “floor,” of secure lifetime income that is essential in an overall strategy for retirement income distribution. Wealth Ladders is an annuity laddering process that strategically combines four annuities to deliver lifetime income with two pre-planned “step-ups.” Four distinct time-specific “segments” comprise the laddering framework. Each segment has a specific role to play in the overall process.
YouTube Thumbnail - 2024-01-17T133556.409.png

"With DOL about to be implemented, I need a process that is safety-first oriented."

WL Segments copy copy copy.jpg
Screenshot 2024-03-31 070718.png


The transactional "product- focused" business model that agents have been trained on is simply not viable under DOL.  If your career is to continue, your business model must change in dramatic fashion.


DBL new logo 4 copy copy copy copy (4).png

Status: Deployed

IFLM 2024 logo wjhite copy copy copy (2).png

 v.4 Status: Deployed

NEW SS WISE LOGO 1 copy (4)_edited.png

Status: Deployed

BA1 copy copy copy (1).png

Status: Development

AIAA logo (2).png

Status: Deployed

AI Ret Inc plan logo wh (2).png

Status: Deployed

AI Assistants logo copy copy (5).png
MYGA logo 5 (2).png

Status: Deployed

logo favalue copy (1).png

Status: Deployed

YouTube Thumbnail copy (36).jpg

America's New Choice for Retirement Security.

DBL new logo 4  bl shadow.png
AI Ret Inc plan logo wh copy copy (2).png
Shutterstock_1826398766 (1).jpg
Blank 2550 x 3300.png

"The $140 billion success story."

Shutterstock_2250559089 (2).png

How we transform the way consumers learn about annuities.

bottom of page