Income For Life Model® - Retirement Income, Income Distribution, Laddered Income, Retirement Planning Software, Financial Software, Retirement Planning, online brokerage software, Financial investing software

Product Information - Compliance Review

Compliance Review Materials

To facilitate compliance review of the Income for Life Model® program, below are links to the various review letters as well as samples of the educational pieces that are part of The Income for Life Model® program.

The Income for Life Model Compliance Kit

This is a complaince kit meant to help compliance personnel when reviewing the the Income for Life Model® program. Below is a listing of the various components to the program. Not all are necessarily in use by every advisor. If there are questions about any of the pieces in this document please call 800-200-9404 x202 or email support@wealth2k.com.

If you wish to download this entire kit in a winzip archive click please click here.

Program Components

The table below itemizes each piece along with the relevant documentation.

Title	Description	Resources
Income for Life Model® Personalized Analysis	The Income for Life Model® Personalized Analysis.	Finra Review Letter Sample Piece
Concept Overview Brochure	The Concept Overview brochure provides a contextual explanation of how the Model works.	Finra Review Letter Sample Piece
Tri-fold Brochure	Income for Life Model® Tri-Fold Brochure.	Finra Review Letter Sample Piece
Seminar Invitations	Seminar invitation letter for both the 8.5"x11" and postcard size invitations.	Finra Review Letter Letter Format Sample Postcard Format Sample
Income for Life Model® PowerPoint Seminar	The Income for Life Model® client seminar in PowerPoint format.	Finra Review Letter Sample Piece
Movies
Income for Life Model® movie presentation	The Income for Life Model® Flash movie presentation. [The changes requested in the letter have been made].	Finra Review Letter Watch Movie View Script
The Power of an IRA Rollover	Flash movie presentation that explains various options available to terminating employees.	Finra Review Letter Watch Movie View Script
The IRA Rollover: Options to Consider	FINRA review letter for the Flash movie presentation that explains various options available to terminating employees.	Finra Review Letter View Movie View Script
Why Long-Term Care Insurance is Needed	FINRA review letter for the Flash movie presentation "Why Long-Term Care Insurance is Needed".	Finra Review Letter View Movie View Script
RetirementTime™ Website
Advisor Website	A PDF copy of each page of a sample advisor website for review purposes.	View PDF View Live Sample
TNT Calculator	TNT Calculator audio script.	View Script
Advisor Commercial	Script for advisor commercial.	View Script
Consolidated Files
		All Finra Letters All Movie Scripts

Further Details

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Click the button below to sign up for the Income for Life Model®.

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Click the button below to request a try out of the Income for Life Model®.

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Produced by

Wealth2k®
75 Arlington Street, Suite 500
Boston, MA 02116
Tel: (800) 200-9404
Email: info@wealth2k.com

Quick Links

Testimonials

The Income for Life Model is an eye-opener because the client can see that, for the first five years, income will come from a no-risk investment.

Paula Dorion-Grey

Dorion-Grey Retirement Planning, Crystal Lake, Ill.
Because the Model isn't driven by product vendors, the advisor can satisfy his client's income needs in...a number of different ways.

John Barton

CenterPoint Wealth Management, Wichita, Kan.
The Model has been one of the most powerful tools I've used to show clients how their portfolios will be structured and where their retirement income will come from.

Paula Dorion-Grey

Dorion-Grey Retirement Planning, Crystal Lake, Ill.
Undeniably, there is a need for products like the Income For Life Model.

David J. Drucker
www.daviddrucker.com
I had a prospective client contact me via my Wealth2k website, and after working through IFLM and some additional planning, she placed $959K under my management to implement her plan. Working through this first real case has been an eye opener and rich learning experience... and it has radically changed the focus of my practice for the rest of my career. Thanks!

William Cummins

Indianapolis, IN.
Since signing up for the Income For Life Model we have received several inquiries via our Retirement Time website (in just our first 5 months). We have acquired one hourly client, which has paid for the service. We used to pay twice as much for a lead service alone and got ZERO activity for a year. The Income For Life Model provides an incredible value for its cost.

Dana Anspach, CFP, RMA

Principal/Financial Advisor, Wealth Management Solutions, LLC

Scottsdale, AZ 85260
The Income for Life Model has been instrumental in producing a dramatic increase in our business in 2010.
The Model gives us a simple but powerful tool to display the time-segmentation strategy to a client. Once people understand the strategy, they not only become clients, but they are also eager to refer us to their peers.

John Shrewsbury

Financial Advisor, GenWealth Financial Advisors

Bryant, AK