Wealth2k

Communications that Focus on the "C-Words™" of Retirement Income Success

Confidence-building investor education is a vital component to success in the retirement income business. Unlike the accumulation phase when many investing mistakes could be mitigated by time, post-retirement investing errors may leave retirees with insufficient time to avoid depressed levels of retirement income if not portfolio ruin. Because of this Wealth2k believes that an emotional aspect of retirement planning, the creation of confidence- not just in financial advisors, but also in the retirement strategies or products themselves- is likely to become a challenging market reality.

Retirees along with their advisors, broker-dealers and product providers face significant liability potential. Providers of retirement income solutions must face up to a critical communications challenge if they are to create true confidence in their offerings. Yet, the movement toward improved communications is unfolding at a slow pace.

Industry-wide, great emphasis is being placed on the development of new retirement income products and software modeling tools. And while these efforts are needed, financial products and software makes up just one side of a two-sided "retirement success coin." Wealth2k believes that the other side of the coin requires a set of communications deliverables that focus on the emotional rather than technical side of working with investors. Belief in the importance of the emotional component of retirement income success is reflected in all of the communications tools we've developed as part of The Income for Life Model®.

In our development work we focused on the all-important retirement “C-Words:” confidence, comfort, context, compelling and clarity. By combining peerless storytelling with superb multimedia development talents, we crafted a robust collection of educational and marketing components that help investors gain both context and confidence.

Moreover, we recognized that financial advisors would benefit by having technology at their disposal that would allow for greater numbers of their clients and prospective clients to connect with The Income for Life Model story. Accordingly, we utilize our proprietary, web-based communications platform (Traject™ network) to allow broker-dealers easy management of The Income fro Life Model.  Traject enables millions of investors to be compliantly engaged and educated.

We believe that no competing retirement income solution offers the breadth of advanced, compliant communications technology that is an integral part of The Income for Life Model v.2.0.