Financial Institutions

​Institutionalize Retirement Income | ​Drive Revenue Growth | ​Reduce Financial Liability Potential | Revolutionize the Process of Generating LBE Referrals
We’ve passed through the software era.
The next phase will center on content and packaging.
Generate Revenue Growth in 2017 and Beyond.

when you focus on “constrained” investors expect more sales. enhanced compliance. and better customer outcomes.

DOL gave an unintended but significant gift to income distribution planning. It’s really an historic opportunity to boost fee income and increase annuity sales while gathering 100% of customers’ wallet share. The key to exploiting this opportunity is found in properly serving the many “constrained” investors among your customer base.

The Income for Life Model® 2017 Enterprise Edition  makes it easy to institutionalize your strategy for retirement income. This unlocks both revenue growth and compliance benefits. It assures consistent customer outcomes. It generates more quality referrals from LBEs. We say, respond to DOL in a way that ignites growth and lowers financial liability. Your “Constrained” investor customers need your assistance.

How to capitalize on the opportunity? Read David Macchia’s article in Financial Planning.

  • Deploy a defendable solution for BICE sales

  • Expand advisory business

  • Maintain context for annuity sales

  • Bring consistency to customer outcomes

  • Implement a transparent process and multiple products with each customer

  • Document all product recommendations

  • Gain a digital prospecting experience that generates more planning meetings

wealth2k delivers the model that increases revenue while reducing financial liability


Contact David Macchia at (781) 222-3038 or email: dmacchia@wealth2k.com