March 20, 2008 at 09:17 PM
A marketing company has introduced a system aimed at advisors who counsel retirees.
Wealth2k Inc., Canton, Mass., is using a Web site to distribute the system, the Income for Life Model v.2.0 system.
The system includes an asset-allocation strategy for investing client assets; programs for educating investors while promoting the investors’ advisors; an advisor-friendly illustration engine; compliance management tools; and a Web-based system for analyzing an investor’s need for guaranteed and non-guaranteed retirement income.
Wealth2k is offering individual advisor licenses for the system and broker-dealer organization licenses.
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