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Financial Institutions

THE INCOME FOR LIFE MODEL®2018

ENTERPRISE EDITION

The Income for Life Model® 2018 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.

  • Gain 100% wallet share

  • Easy to deploy

  • Cost-effective

  • Scalable

  • Compliant

  • Increases LBE Referrals

INTRODUCING
CONSTRAINED INVESTOR
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Unlock a huge, new business opportunity.
Provide your customers the elegant blending of insurance and asset management products that they need to be successful in retirement.

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Revolutionizes client education
Creates demand for the FA
Visit the HumanRobo® microsite.
DOL Makes it Vital to Institutionalize Your Retirement Income Strategy

Wealth2k offers the industry’s most successful enterprise retirement income solutions

  • Reduce financial liability potential

  • Bring consistency to customer outcomes

  • Deploy a defendable solution for BICE sales

  • Implement multiple products with each customer

  • Expand advisory business

  • Document product recommendations

  • Gain unimpeachable context for annuity sales

  • Introduce a digital prospecting experience that generates more planning meeting

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

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The digital prospecting platform that builds
customer demand for your financial planning initiative.

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UPSellerate℠

how it works

Extraordinary Digital Content Builds Demand for Your Investment and Income Planning Services.
  • Investment accumulation

  • Financial planning

  • Retirement income planning

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