Wealth2K, Inc.

75 Arlington St. Suite 500, Boston, MA 02116  

Email: support@wealth2k.com  Call: 781-989-5200

 

©2019 Wealth2k, Inc. All rights reserved.

The Income for Life Model, HumanRobo  and Constrained Investor are registered trademarks of Wealth2k, Inc. Timing Risk and UpSellerate are trademarks of Wealth2k, Inc.

RETIREMENT INCOME'S FUTURE

We believe the future is about practicality and simplification. Our solutions scale because we combine tech with brilliant sales content. We offer a retirement income product that consumers actually understand. Advisors rely upon us to deliver better income plans while attracting investment assets of more than $10 billion, annually.

THE LEADING RETIREMENT INCOME SOLUTION

The Income for Life Model   is the leading process-based retirement income solution. Award-winning planning software and unique business-development capabilities create a solution that helps thousands of advisory firms provide their clients better retirement income planning.

Relied upon by thousands of successful income planning professionals, it's the #1 solution for retirement income distribution.

 

The Income for Life Model   attracts average investments of $754,000. It provides clarity and confidence to investors seeking reliable income.

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THREE-TIME BANK & SECURITIES INDUSTRY TECHNOLOGY INNOVATION AWARD WINNER

The Income for Life Model   is the ideal solution for institutionalizing your firm's approach to the retirement income market. It enhances compliance, delivers consistent client outcomes, and creates unmatched context for product recommendations.

AUTOMATES THE SALES PRESENTATION FOR

INCOME PLANNING

Game-changing, motivating client education that builds demand for human advisors.

THE MOST ADVANCED FINANCIAL ADVISOR MARKETING PLATFORM

The first prospecting solution that integrates and coordinates "smart" direct mail, Facebook advertising, Google search advertising and telephone response with tracking. All manageable in real-time from a dashboard.