Wealth2k Information

Wealth2k® provides everything required to introduce a scalable and successful solution for the retirement income market. Our platform deepens relationships with customers while broadening wallet share. We help increase referrals from retail partners. Asset consolidation leads to significant increases in the average sizes of insurance and investment product purchases. Importantly, Wealth2k® simplifies the retirement income process without sacrificing efficacy. We create an investing strategy for "constrained" investors that protects them from key risks that can destroy retirement security. We also make it easier to engage customers and then move suitable customers to full financial planning. Exclusive communications tools build confidence and drive customer demand for help with income planning. Our proprietary software generates a formal, written income plan for each customer, a plan that is concise and easy-to-understand. And our financial advisor training programs give FAs and LBEs the confidence to succeed in this critical market. The result is that the financial institution brokerage wins the customer's long-term loyalty and the consolidation of investment assets .