Income planning skills will become the most powerful differentiator in the post-DOL period. As a licensee of The Income for Life Model® V. 4, you will acquire income planning skills and insights that Wealth2k has developed and honed since 2003.
Licensees work directly with Wealth2k’s Head of Planning, Jason Ray, CFP, ChFC, CRPC, CLU, FLMI. A gifted teacher and motivator who always emphasizes practical skills that generate success, Jason is a preeminent expert in income distribution planning. He teaches licensees how to get the most from Wealth2k’s award-winning software.
Jason has been instrumental in helping a great many financial advisors grow their practices to entirely new levels of success. He’s the industry’s “go-to” expert, the individual that planners look to for learning the implementable skills that power their success in outcome-focused retirement income planning.