The Income for Life Model, HumanRoboand Constrained Investor are registered trademarks of Wealth2k, Inc. Timing Risk and UpSellerate are trademarks of Wealth2k, Inc.
We believe the future is about practicality and simplification. Our solutions scale because we combine tech with brilliant sales content. We offer a retirement income product that consumers actually understand. Advisors rely upon us to deliver better income plans while attracting investment assets of more than $10 billion, annually.
The Income for Life Model is the leading process-based retirement income solution. Award-winning planning software and unique business-development capabilities create a solution that helps thousands of advisory firms provide their clients better retirement income planning.
Relied upon by thousands of successful income planning professionals, its the 1 solution for retirement income distribution.
The Income for Life Model attracts average investments of $754,000. It provides clarity and confidence to investors seeking reliable income.
The Income for Life Model is the ideal solution for institutionalizing your firms approach to the retirement income market. It enhances compliance, delivers consistent client outcomes, and creates unmatched context for product recommendations.
Game-changing, motivating client education that builds demand for human advisors.
The first prospecting solution that integrates and coordinates smart direct mail, Facebook advertising, Google search advertising and telephone response with tracking. All manageable in real-time from a dashboard.