View “Serving the Constrained Investor” (04:53).
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.
The transparent, client-focused income plan that builds confidence and consolidates client assets.
Focuses clients on the big question they can’t answer. Not without your help, that is.
Teaching clients the importance of protecting against Timing, Inflation and Longevity Risks.
The exclusive risk tolerance process that quantifies the client’s need for guaranteed income.
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