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The application systematizes dynamic assessment of policy performance combined with practical guidance to help policyowners manage their life poicies and annuities toward their targeted income goals. This creates clarity, security, and confidence—while opening a vast new era of sales growth.
Four decisions enable clients to define the paramaters of their Defined Benefit Life and Defined Benefit Annuity Plans.
Desired Retirement Income
1
Age Income Begins
2
Baseline Interest Rate Assumption
3
Years to Pay Premiums
4
Once the baseline interest rate is established, exclusive software assesses actual policy performance.
Based upon the actual interest rate credited, each year we will recalculate how much the premium must be adjusted-upward or downward- to remain on track for the client's targeted income.
One "click" invites clients and prospects to your application control panel.
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Simplicity, Transparency and Client Empowerment.
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Each year, your Annual Report gives clients the information they need to make a good decision based upon their budget and objectives.
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Clients are empowered and in control.
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They may login to their personal Defined Benefit Life of Defined Benefit Annuity account anytime to review Strategy Update Reports.
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​Client-to-agent and agent-to-client communications is available within the applications.
(C)Copyright 2025 Wealth2k, Inc. All rights reserved. I Email: info@wealth2k.com I Phone: 781-989-5200
Safety-First Retirement Planning, Defined Benefit Life and Defined Benefit Annuity are trademarks of David Macchia.
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