The Income for Life Model 4 exclusively offers Constrained Investor®, an important new approach to income planning. This new construct centers on the client’s Income-to-Assets Ratio, a better measure of the client’s individual needs in retirement. Simply put, Constrained Investor® enables you to deliver better income plans.
Great concepts need to be communicated. Wealth2k® helps clients and prospects self-identify as Constrained Investors. This engenders confidence in you and leads to the wining of more new clients and investment assets.