Wealth2k

There are many approaches to post-retirement income distribution. These various approaches - the "religions of distribution" - provide their adherents with the ability to address investors' needs for retirement income.

In crafting retirement income strategies for their clients, some practitioners favor systematic withdrawal plans. Others prefer variable annuities with guaranteed income withdrawal riders. Still others favor lifetime annuitization. Since 2003, Wealth2k has developed retirement income solutions that are based primarily upon another popular retirement income "religion," time-segmented or "laddered" asset allocation. Since its introduction this approach has served as the investing "core" of The Income for Life Model®.

In line with the latest thinking on retirement income, Wealth2k believes the most effective post-retirement distribution strategies must begin to take into account the best elements from multiple income-generation approaches. Strict adherence to a single method may reduce an investor's liquidity, downside protection or upside growth potential.

Key benefits:

• Enables advisors to attract, engage and
  educate prospects on the subject of
  retirement income distribution
• Increases compliance and consistency
  across large networks of representatives
Financial Model Communications Illustrations Compliance Management Risk Assessment Cross-Religion Framework
• Helps advisors add value to the retail
  relationship
• Attracts new net flows
• Enables thousands of advisors to reach
  millions of incremental prospects – 24/7/365
• BDs reporting > $600K average investment

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