To contact us, simply fill in the online form below.
Wealth2k®
15 New England Executive Park
Burlington, MA 01803
Tel: (800) 200-9404
Email: info@wealth2k.com
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.
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.
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.
Dorion-Grey Retirement Planning, Crystal Lake, Ill.
Undeniably, there is a need for products like the Income For Life Model.
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!
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.
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.
Financial Advisor, GenWealth Financial Advisors
Bryant, AK
