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RISKS TO YOUR CLIENT’S LONG-TERM RETIREMENT INCOME SECURITY? YOU NEED A STRATEGY THAT MITIGATES THEM.

The Income for Life Model V4 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.

VIEW “SERVING THE CONSTRAINED INVESTOR” (04:53)

DOWNLOAD “INCOME PLANNING FOR THE CONSTRAINED INVESTOR”

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® V4 Addresses the Issues Advisors Care About Most

In its surveys that measure advisor’s top business concerns, the results are consistent: generating new prospects is advisors’ number one priority. The Income for Life Model V4 brilliantly addresses the need to expand your business.