EVERY LBE CAN SAY TO THE CUSTOMER...
Invest twenty-minutes to learn how to
turn your savings, into lifetime,
inflation-adjusted income.

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HumanRobo Revolutionizes the Process of Generating LBE Referrals

Automated Presentation ​​help​​s​ LBEs ​generate ​more referrals.

Balancing multiple responsibilities and shifting priorities, LBEs may find it difficult to develop sufficient numbers of referrals to financial advisors.

At the same time, a huge, underserved segment of bank customers are looking for help with important financial issues such as planning for retirement income. Bridging this gap is the job of The Income for Life Model® with HumanRobo.

Helping LBEs Generate More “At-Bats”

HumanRobo® automates what's really important: presentation. An impressive, 20-minute educational experience teaches about segmenting retirement assets, the importance of an income "floor," and about Wealth2k's exclusive 3 Big Risks®. This builds customer demand for a financial advisor to implement The Income for Life Model®.

Leveraging LBE's Strengths

LBEs have credibility with customers that HumanRobo® makes easy to leverage. The LBE makes a simple hand-off to HumanRobo which then delivers the impressive educational experience. HumanRobo® never tires, never looses focus, and never fails to make a perfect, compliant sales presentation. The result is more customers perfectly prepared to meet with your FAs.

Americans' greatest financial worry is having enough retirement income.

HumanRobo® ​addresses customers' number one financial concern. It ​builds customer confidence, enhances compliance, creates context for all financial products, and leads directly to implementation.

The future is all about utilizing digital capabilities to strengthen the performance of humans. The Income for Life Model® provides an all-new capability to help LBEs engage more customers with the knowledge and income planning assistance they need.

An Impressive, Digital Experience on a Subject of Universal Interest

THE INCOME FOR LIFE MODEL® REVOLUTIONIZES THE PROCESS OF GENERATING REFERRALS FROM CUSTOMERS LOOKING FOR HELP WITH INCOME PLANNING

​A Process that Leads to Deeper Customer Relationships

  1. 1. The Income for Life Model®with HumanRobo® delivers a vital message: The customer needs a clear, transparent strategy for generating retirement income.
  2. 2. After engagement with HumanRobo®, customers will understand why they need a financial advisor’s help in developing an overall strategy for retirement income.
  3. 3. This is the compliant, quality process for dramatically increasing LBE referrals.

 

The Income for Life Model® with HumanRobo® is an affordable program that offers high ROI.

HELP EVERY LICENSED BANKER BECOME EFFECTIVE AT GENERATING MORE REFERRALS.

The Benefits of The Income for Life Model® with HumanRobo®

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