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ConstrainedInvestor®

WE'RE LEADING A REVOLUTION IN HOW ADVISORS IDENTIFY AND SERVE RETIREES.

Wealth2k is charting a new and better approach to income planning. Exclusively. Constrained Investor® introduces an important new approach to client segmentation. Moving past the traditional AUM-based client segmentation, this new approach centers on the client’s Income-to-Assets Ratio, a better measure of the client’s individual needs.

 

Because we recognize that communicating new concepts to your clients and prospects is a key challenge, Wealth2k has introduced client-facing digital educational tools that quickly engender confidence in the financial advisor.

View “Serving the Constrained Investor” (04:53).

Download “Income Planning for the Constrained Investor”.

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The transparent, client-focused income plan that builds confidence and consolidates client assets.

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Focuses clients on the big question they can’t answer. Not without your help, that is.

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Teaching clients the importance of protecting against Timing, Inflation and Longevity Risks.

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The exclusive risk tolerance process that quantifies the client’s need for guaranteed income.

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Automates sales presentation so that your prospects and clients demand your income planning services.

You need to deliver an income strategy to Constrained Investors® that best-serves their needs. It’s your obligation. And your great business opportunity.

The Income for Life Model® 2019 Addresses the Issues Advisors Care About Most

In its surveys that measure advisor’s top business concerns, the results are consistent: generating new prospects is advisors’ number one priority. The Income for Life Model 2018 brilliantly addresses the need to expand your business.