Wealth2k® Income for Life Model®. The
Income for Life Model is an online solution from
Wealth2k that provides you with software to
develop "outcome focused" retirement income
strategies. Users can also tap into Retirement
Time™, an optional, client-facing website where
they can personalize their own Income for Life Model.
This model provides the ability
to tailor income distribution strategies that
meet clients’ specific objectives, preferences
and risk tolerances. Combined with Retirement
Time, it becomes an integrated system that you
can
use to market, illustrate and monitor
outcome focused retirement income strategies.
Enables you to engage with and educate clients
on the subject of retirement income distribution.
Provides an actionable implementation plan,
through integration with NetX360.
Offers flexibility to combine different types
of investments and asset classes into an income
plan.
Helps you use optional online vehicles to
improve communications and lead generation
efforts. |
