capitalize on the retirement income opportunity
TRANSCRIPT
©Copyright 2010 Wealth2k, Inc. All rights reserved.
Wealth Ladders is a trademark of Wealth2k, Inc.
Capitalize on the Retirement
Income Opportunity
Close Sales
Illustrate
Build Demand
Agents need new marketing tools• Dynamic, prospecting-focused website
that is personalized to you
• Wealth Ladders consumer education
movie
• Consumer PowerPoint seminar
• Seminar-for-One™ direct to web
browser
New illustration tools• Wealth Ladders illustration engine
• Personalized Analysis
“Strategy,” not product positioning• Multi-product, laddered strategy for retirement income market
Objective of Wealth Ladders: help agents better educate
consumers, and generate quality annuity sales
What is Wealth Ladders?
• A high-end solution for laddering of fixed annuities
• Cutting-edge marketing tools
• Personalized agent website
• Sophisticated yet easy-to-use illustration software
• Seminar presentation
• Consumer education website designed to generate leads
Why make the web an ally?
Latest research:
• “The days of using an advisor who you just happen to know are over. Within three to
five years, we expect most people to find and interact with their advisor online.”
• “This survey shows that despite early concerns, advisors realize they need to get
online or risk missing out”
• “Many (advisors) say they expect the web to become the primary source of leads for
them within two years.”
“Consumers Now More Likely to Find Investment Advisors Online”
Covestor, July 19, 2010
You receive all this9Personalized Website
Web-Based Illustrations
Private account access
Consumer Seminar
Wealth Ladders Brochure
Listing in Exclusive Agent Locator Database Listing (for qualified leads)
Illustrations
“Buckets” your way!
1. Choose the number of buckets (2-10)
2. Include income riders with flexible start dates
3. Provide lifetime income benefit in any bucket
4. Illustrate product bonuses
5. Deferral option (1-20 years with flexible accumulation rate)
6. Illustrate additional income sources (Social Security, pensions, etc.)
Illustrations
1 5 10 15 20 25 30+
SPIA FDA FIA + Income Rider
Lifetime Income Floor
“Four-bucket” strategy
Illustrations
1 5 10 15 20 25 30+
SPIA FDA FIA + Income Rider
Lifetime Income Floor
Life/Longevity
“Five-bucket” strategy
One page of input; powerful yet fast and easy-to-use
• Easy-to-use
• 2-10 “buckets”
• Illustrate income riders
• Illustrate product bonuses
Wealth Ladders Personalized Agent Website
• Sets a new standard for agent
websites
• Helps you reach more prospects
• Projects a high-end experience
• Seminar-for-One™
• The Wealth Ladders Consumer
Education Movie
• Personal URL
Seminar-for-One™ Direct to web Browser
• Scenes from consumer
education movie
• Create demand for annuities
Generating leads: www.WLStrategy.com
• Consumer education website
• Builds interest and demand
• Be listed in the exclusive
Agent Locator Database
Wealth Ladders is9
• A business-building “system” that’s unique in the marketplace
• A way to lead with a “strategy,” not a product
• A way to benefit consumers who wish to protect a portion of their retirement savings
• A way to gain leading-edge marketing tools