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™.
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®.
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.
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.
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The Income for Life Model is a registered trademark of Wealth2k, Inc. HumanRobo and DigitalLBE are trademarks of Wealth2k, Inc.