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Wealth2k

Investment professionals rely upon Wealth2k. Asset-gathering platforms to create tens-of-thousands of formal, written income plans that consolidate $billions in retirement assets. Delivers enterprise retirement income solutions that ignite speed to solution and growth in advisory income. Our platforms, including The Income for Life Model. Enable advisors to create and convey customized income plans that win investors’ confidence and consolidate $Billions in retirement assets. Visit Social Security Wise.

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Investment professionals rely upon Wealth2k. Asset-gathering platforms to create tens-of-thousands of formal, written income plans that consolidate $billions in retirement assets. Delivers enterprise retirement income solutions that ignite speed to solution and growth in advisory income. Our platforms, including The Income for Life Model. Enable advisors to create and convey customized income plans that win investors’ confidence and consolidate $Billions in retirement assets. Visit Social Security Wise.
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Wealth2k | wealth2k.com Reviews

https://wealth2k.com

Investment professionals rely upon Wealth2k. Asset-gathering platforms to create tens-of-thousands of formal, written income plans that consolidate $billions in retirement assets. Delivers enterprise retirement income solutions that ignite speed to solution and growth in advisory income. Our platforms, including The Income for Life Model. Enable advisors to create and convey customized income plans that win investors’ confidence and consolidate $Billions in retirement assets. Visit Social Security Wise.

INTERNAL PAGES

wealth2k.com wealth2k.com
1

Wealth2k

http://wealth2k.com/wealth2k

Is Much More than a Software Company. Retirement income is the only $20Trillion business opportunity. To help companies achieve success in this high-stakes market, Wealth2k’s scope extends far beyond software. We are uniquely differentiated by the breadth of areas we address in developing successful asset-gathering solutions. Marketing and Sales Communications. And Albridge Wealth Reporting. Our consulting practice helps companies define and implement successful retirement income initiatives. A recen...

2

Compliance

http://wealth2k.com/compliance

The Income for Life Model. The Income for Life Model. The Income for Life Model. Is Already Positioned to Help You Navigate the Fiduciary Standard Debate. The Department of Labor’s proposal to expand the definition of Fiduciary has created a good deal of concern and uncertainty. What isn’t uncertain is the continuing capacity of The Income for Life Model. IFLM) to help financial professionals better meet the retirement income planning needs of millions of Americans. The growing need for strategic retirem...

3

Financial Institutions

http://wealth2k.com/bank-solutions

Speed to Solution, Increased Advisory Income, Lowered Compliance Costs and Scalability are Key Reasons to Launch Your Retirement Income Initiative with Wealth2k. Learn about the compliance advantages. Discussion of Usage by Registered Representatives and Investment Advisor Representatives. Retirement Income is our Historical Opportunity to Expand the Pie. There is $1.6 Million of lost revenue potential. For every one-hundred financial institution customers left unserved annually for ten years. Our platfo...

4

Web Call

http://wealth2k.com/web-call

Start Your Call With Us Now. Interested in finding out more about our company and it’s products? Just click on the button below to call our office. A new window with dial pad will appear once the button is clicked. Some older browsers may not support this feature. For Financial Advisor and Broker-Dealer Use Only. Not for use with the public.

5

IFLM

http://wealth2k.com/iflm

The Income for Life Model. The Income for Life Model. Institutionalizing Your Retirement Income Strategy is Your Best Option for Post-DOL Success. The Income for Life Model. IFLM) is the ideal retirement income solution for millions of America’s “constrained” investors. Transparent and outcome-focused, IFLM simplifies the retirement income investing process and places a sharp focus on mitigating the key financial risks that can damage a retiree’s financial security. The Income for Life Model. Is used wit...

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LINKS TO THIS WEBSITE

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/client_movie.html

What Do I Receive? Contact Our Sales Team. 8250; Product Information. 8250; Client Movie. Product Information - Client Movie. 75 Arlington Street, Suite 500. Boston, MA 02116. The IFLM Advisor Community. The Income for Life Model is an eye-opener because the client can see that, for the first five years, income will come from a no-risk investment. Dorion-Grey Retirement Planning, Crystal Lake, Ill. CenterPoint Wealth Management, Wichita, Kan. Dorion-Grey Retirement Planning, Crystal Lake, Ill. Since sign...

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/receive.html

What Do I Receive? Contact Our Sales Team. 8250; Product Information. 8250; What Do I Receive? Product Information - What Do I Receive? The Income for Life Model System, and Retirement Time Personalized Website. The tools you need to illustrate and convey retirement income strategies that meet your clients' needs - and a website that can play a meaningful role in helping you capture new clients and assets. Your Retirement Time website includes:. The TNT-Retirement Income Indicator. How Much Will I Need?

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/matrix.html

What Do I Receive? Contact Our Sales Team. 8250; About IFLM. 8250; Feature Matrix. About The Income for Life Model - Feature Matrix. Six Essential Components for Competitive Advantage in Retirement Income Distribution. In developing The Income for Life Model, it was Wealth2k's goal to address Six Areas. That we believe are essential components of a competitively-advantaged solution for retirement income distribution:. A time-tested financial model (time-segmented, "laddered" asset allocation). That incor...

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/screenshots.html

What Do I Receive? Contact Our Sales Team. 8250; Product Information. Product Information - Screenshots. Images of the Income for Life Model and Retirement Time Programs. IFLM Targeted Income by Segment. IFLM Personalized Segment Allocation. Retirement Time Home Page. RT IRA Rollover Movie. RT Long-term Care Movie. 75 Arlington Street, Suite 500. Boston, MA 02116. The IFLM Advisor Community. Dorion-Grey Retirement Planning, Crystal Lake, Ill. CenterPoint Wealth Management, Wichita, Kan. Since signing up ...

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/about.html

What Do I Receive? Contact Our Sales Team. 8250; About IFLM. About The Income for Life Model - Overview. New Tools for New Opportunities. And how is it illustrated in conjunction with risky investments that the investor may view as critical to creating upside growth potential? In other words, how are different types of products with different risk characteristics unified within one retirement income framework? Lifetime income benefits may be illustrated beginning in any segments, meaning that multiple li...

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/case_study.html

What Do I Receive? Contact Our Sales Team. 8250; About IFLM. 8250; Case Study. About The Income for Life Model - Case Study. One B-D "Steps Up" to Create a Firm-Wide Focus on Retirement Income. The example of Securities America Investments. For more than two years, Securities America Investments (the nation's fourth-largest independent broker-dealer in terms of revenue) has utilized The Income for Life Model. One of The Income for Life Model. For about a year and a half. "What I like is that it sets ...

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/try_iflm.php

What Do I Receive? Contact Our Sales Team. 8250; Try IFLM. Try The Income for Life Model. Contact Our Sales Team. 75 Arlington Street, Suite 500. Boston, MA 02116. 75 Arlington Street, Suite 500. Boston, MA 02116. The IFLM Advisor Community. The Income for Life Model is an eye-opener because the client can see that, for the first five years, income will come from a no-risk investment. Dorion-Grey Retirement Planning, Crystal Lake, Ill. CenterPoint Wealth Management, Wichita, Kan. David J. Drucker. Since ...

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/features.html

What Do I Receive? Contact Our Sales Team. 8250; About IFLM. About The Income for Life Model - Features. A Framework for Success, A Platform for Growth. A framework for addressing high-end investor education, compliant marketing, modeling, business rules management and activity tracking, all with a retirement income distribution focus, makes IFLM unique. Among the unique features that The Income for Life Model. Optionally illustrate one or more lifetime income benefits with any start date and duration.

incomeforlifemodel.com incomeforlifemodel.com

Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

http://www.incomeforlifemodel.com/faq.html

What Do I Receive? Contact Our Sales Team. 8250; About IFLM. About The Income for Life Model - Frequently Asked Questions. Questions that Clients Often Ask their Advisors about The Income for Life Model. Answered by Retirement Income Authority Philip G. Lubinski, CFP. Questions that Clients Often Ask. If I don't need the income, what should I do with it? The Model) is to provide you with more income to allow you to do things that you either need to do or have wanted to do. The Model will probably have to...

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Investment professionals rely upon Wealth2k. Asset-gathering platforms to create tens-of-thousands of formal, written income plans that consolidate $billions in retirement assets. Delivers enterprise retirement income solutions that ignite speed to solution and growth in advisory income. Our platforms, including The Income for Life Model. Enable advisors to create and convey customized income plans that win investors’ confidence and consolidate $Billions in retirement assets. Visit Social Security Wise.

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