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"The first, best and most effective income planning solution for "boomer" women".


Everything you need to capture your share of the greatest business opportunity in history."

  • 250 highly qualified prospects annually

  • Award-winning income planning software

  • Beautifully-designed Women & Income client personalized income plan 

  • The industry's finest marketing and sales tools

  • Extraordinary client seminar

  • Advisor-personalized marketing website

  • Exclusive Digital-Assisted Selling lets you deliver the Women & Income story anytime and anywhere.

The Women & Income Educational Seminar.
As effective as it is visually stunning.
Award-Winning Income Planning Software.
Enables Design of the "Perfect" Women's Plan.

Software to Craft the Perfect Plan. Output that is Incredibly Impressive.

Unmatched Quality and Creativity.
Digital Tools that Really Work.
Investing Methodology that Aligns Perfectly with
Women's Investing Preferences.
  • Base the plan on targeted income goal, or client’s investment balance

  • Dynamic segmentation (2-9 distinct segments)

  • Flexible segment duration (1-20)

  • Flexible economic assumptions

  • Incorporate Social Security, pensions or other “flooring” sources

  • Integrate annuities with flexible start dates

  • Discrete Reserve Account for parallel liquidity needs

  • Target an ending balance

  • Funding & Tracking reporting

  • Data integration with select platforms

A Very Special Personalized Website.
Delivers the Focused Women&Income Value Proposition.

The Personalized Analysis

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Wins her confidence.

Wins 100% Wallet Share.

Wins You Referrals.

  • Understandable

  • Transparent

  • Outcome-focused

  • Downside Protection

  • Safe Monthly Paychecks

  • Durable market exposure

  • Lifetime income

"Why do advisors love it? Attractive, clear, and effective. The Personalized Analysis illustrates an income-generation methodology that appeals to women concerned about long-term financial security." 

(And it's won assets under management of $140 billion.)

Women And Income Strengthens Women's Retirement

Women are the Future of Wealth Management

And Your Future.

That's why we've introduced Women & Income, the first retirement income solution developed expressly for "boomer" women,... designed to address their needs and objectives.  As the center of gravity in financial services shifts toward women, as they take control over the next few years of as much as $30 trillion, will you be prepared? Are you prepared?  You will be if you join Women & Income. And, you'll gain a clear competitive advantage. That's because the rest of the industry is decidedly unprepared.

"What do you say about a business that loses 70% of its customers?"


Percentage of Men Who Die Married


Percentage of Women Who Die Singlege of


Percentage of Male Advisors Who Are Fired By Widows


(The Problem is the


"Men dominate the advisor population, but women dominate the market. This is the etiology of the 'Great Mismatch' which will impair the entire industry unless it is remedied."

  • We reject the gender stereotyping that has become an unfortunate feature of the financial services industry.

  • Through female-led coaching, we are committed to teaching men how to truly listen to women.

  • We will teach male advisors how to develop authentic relationships with their female prospects and clients.

  • We reject the condescending messaging that has been served-up to women.

  • We believe all advisors should prioritize women's personal values and objectives, and that these should be reflected in investment recommendations and investing strategies.

  • We respect the fact that many women's investing preferences may differ markedly from men's.

  • We are committed to once and for all putting an end to the behaviors that lead widows to fire incumbent male advisors in 70% of instances following their  husbands' passing.

"Watch the video and learn why that, in the retirement income market, within five years, it will be impossible for a male advisor to remain successful unless he can relate to, and work successfully with, 'boomer' women."

Women And Income Strengthens Women's Retirement

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"Take hold of the biggest business opportunity in history.".

Consider Women & Income if you...
  1. Possess a sincere desire to help women plan for greater financial security in retirement.

  2. Are respectful of women, are willing to be coached, and are  committed to developing authentic relationships with female prospects and clients.

  3. Are driven by ambition to grow your business

  4. Understand the benefits of implementing a scalable solution tailored to a huge market opportunity.

  5. Want a turnkey solution for generating the highest quality leads

  6. Are comfortable presenting in-person and/or online seminars.

  7. Want to work with women investors

  8. Wish to maximize the value of your practice for transfer or sale.

Schedule a

Zoom Meeting

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