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® offers are:
For Advisors
| Item | Description |
|---|---|
 Web-Based Illustration System |
A flexible software tool with unmatched capability to tailor income distribution strategies that meet the client's specific objectives, preferences and risk tolerance.
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| The TNT Retirement Income Indicator™ |
An online risk profiling process that determines an investor's need for guaranteed retirement income versus income generated from risky assets. Helps advisors identify appropriate rates-of-return, and determine the level of retirement income that should be guaranteed. |
| IFLM Check-Up Tool |
A tracking feature that helps advisors assess the income plan’s actual results at any future point in time versus originally targeted results. |
| Illustration Database |
A searchable online database that archives all previously run illustrations. |
| Advisor-Personalized Microsite |
Retirement Time is a compliant, advisor- personalized, consumer-facing website that offers high-end interactive tools, movies and lead-generation potential. (View example) |
| Type | Title | Description |
|---|---|---|
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Concept Overview | A brochure that presents a conceptual overview of The Income for Life Model strategy. |
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Tri-Fold Brochure | A marketing brochure that can be used as a mailer or handout. |
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Client Movie | An engaging multimedia presentation that describes The Income For Life Model in a needs-based context. The presentation is downloadable to an advisor's laptop. |
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PowerPoint Deck | PowerPoint presentation that explains The Income for Life Model in a seminar-event format. |
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Pre-Approach Letter | A letter that may be used with clients or prospects that may have interest in learning about The Income for Life Model. |
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Pre-Approach Letter | The Follow-up Form can help you gather important client data following an initial meeting. It can also be used as part of a seminar kit. |
For Broker-Dealers
| Item | Description |
|---|---|
| Real-Time Management |
Utilizing Wealth2k's proprietary Traject network, the entire solution landscape is transparent and controllable in real-time at the broker-dealer level. |
| Advisor-Specific Disclosure Monitoring |
Assures that broker-dealer disclosures are accurately posted on all consumer-facing communications including electronic communications. |
| Advisor Self-Enrollment |
At the broker-dealer's option, a customized signup portal handles advisors' enrollment in the program. |
| Activity Reporting |
A combination of daily and real-time reports that track illustrations run and user account activity at the individual advisor level. Customized reports are also available. |
| Seamless Sign-On Process |
If desirable, advisors may login to the system via a single sign-on at the broker-dealer's advisor portal. |
| Custom Retirement Model Design |
Broker-dealers may create and modify custom retirement strategies based upon unique economic characteristics. |
| Control of Financial Assumption Ranges |
Real-time control of the input of financial assumptions within specified ranges. |
How IFLM works
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Try IFLM
Click the button below to request a try out of the Income for Life Model®.
