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Innovative, consumer-focused solutions for planning retirement income.

Since its introduction in 2005, The Income for Life Model has led the way in helping thousands of financial advisors deliver superior retirement outcomes. Used in every one of the nation's top 50 independent broker-dealers, The Model has enabled financial advisors to attract more than $100 billion in retirement assets. 

With the implementation of DOL's Fiduciary Rule, fixed only agents need a process-focused business model for safely operating as ERISA investment advice fiduciaries. The answer is Wealth Ladders and the Constrained Investor Safety-First "Flooring" Process. 

These innovative platforms provide a context for product selection that is unmatched. Email david@wealth2k.com for a discussion and demo, 

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Contact David

978-375-3400

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Subscribe to David's Video Newsletter, "The Macchia Minute."
Published every Monday-Friday.

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