Financial Institutions

THE INCOME FOR LIFE MODEL®2019

ENTERPRISE EDITION

The Income for Life Model® 2019 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

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.

Revolutionizes client education
Creates demand for the FA
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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

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

UPSellerate™

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

  • Investment accumulation
  • Financial planning
  • Retirement income planning
The Income for Life Model