top of page
YouTube Thumbnail - 2023-10-23T130423.527.jpg

Impress Prospects!

"Digital-Humans create a whole new level of user experience while they speak about you to prospects."


Need Marketing?

"The most impressive advisor marketing website ever offered!

See it

Creative Storytelling

Opening prospects' minds
is a key to attracting new clients."

Shutterstock_719466748 (3).png

Need Appointments?


"To make you more effective."


The Learning Center

A Client Experience That Makes You a Marketing Maven. Impress prospects in a way that is all new!

Click the image to experience a real example.


The Perfect Plan (for an economy that has changed).

The Income for Life Model's 7-Segment Hybrid Strategy delivers the risk mitigation that retirees crave. But there is so much more. It is proven to help keep your clients invested through all market conditions. 

  • Wins 100% Wallet Share

  • Balances Safe and At-Risk Assets

  • Always a Safe Monthly Paycheck

  • Longevity Protection

  • Downside Protection/Upside Potential

  • Award-Winning Software

  • Industry-Leading Marketing

YouTube Thumbnail - 2023-10-23T232122.958.png

"Simply the best strategy for millions of Constrained Investors. It powers The Income for Life Model."

"Learn why the unmatched benefits of the 7-Segment Hybrid Strategy make it the "perfect" retirement income investing strategy for Constrained Investors. You'll understand why it wins 100% wallet share virtually 100% of the time. And, why annuities are a 'must' in funding the strategy."

IFLM 2024 logo black copy (1).png
  • Focused on Protection First

  • Guaranteed Monthly Income

  • Promotes Consistent Investing

  • Outcome-Focused

  • Downside Protection

  • Transparent and Understandable

  • Wins 100% Wallet Share

CI Assets (4).png

The Income for Life Model® simplifies retirement income. It’s transparent, understandable, and builds clients’ confidence. It enables you to attract, consolidate and manage more retirement assets.

Blank 2550 x 3300 (1) (1).jpg

ROI-Reliability of Income Profiler

(build a better income plan)

Shutterstock_1338725345 (1).png
  • Quantifies client's sensitivity to investment volatility.

  • Determines client's need for stable, lifetime income.

  • Assesses client's need for liquidity in the strategy.

  • Determines the importance of a legacy fund.


We enable you to better assess a client's needs and preferences.

bottom of page