Save taxes today, and maximize your future tax-free income tomorrow.

WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.

How WealthPRIME® can save you $100,000 or more:

How much can I save?

Explore the following scenarios which will help you determine how much your tax savings can be, based on your age and income.

RetirePLUS

Advanced Retirement Strategies. Upgrade your plan to mitigate tax and build wealth.

RothPLUS

Reduce taxation at retirement from 40% to 10% of income.

InsurePLUS

Purchase tax deductible life insurance at half the cost.

Jane Investor

Age: 35

Select income:

Estimated Tax Savings

$100,000

Annual Tax-Free Income
from Ages 71 to 85

$299,328

Tim Investor

Age: 40

Select income:

Estimated Tax Savings

$100,000

Annual Tax-Free Income
from Ages 71 to 85

$217,219

Eric Investor

Age: 50

Select income:

Estimated Tax Savings

$100,000

Annual Tax-Free Income
from Ages 71 to 85

$112,106

RetireWELL™

Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.

DoublePLAY™

Purchase tax-deductible life insurance to earn tax-free distributions at retirement.

Trinity

Access alternative investments that generate maximum tax-savings and optimize wealth creation.

Wealthprime is Trusted by

for Accredited Investors

Explore new sources of wealth with alternative investments.

Use little-known alternative investments such as leveraged life insurance, solar power, and land conservation to earn up to a 4-to-1 multiple in tax relief.

for Insurance Agents

Retirement plans are smart investments.

Many business owners qualify for upgrades that can yield annual tax savings of $100,000 or more through what’s called a cash balance plan.

for Financial professionals

Offer clients the ultimate path to wealth creation.

Your clients need help protecting their money from erosion and unnecessary taxation.

Success stories

“Having this great plan in place for our team members has brought us peace of mind and allowed us to focus on our clients and growing the business.”

“Our staff retirement needs are complex. Your team helped us navigate the decisions needed, structure our plans, and project how the overall platform would benefit us.”

“I have worked closely with WealthPRIME for about two years. Our plan is incredibly complex. Most of the C-level officers participate in alternative investments inside their 401(k) and ROTH 401(k) accounts, and your product offering, is way ahead of its time and unlike anything else I’ve seen.”

On-Demand Customer Care

WealthPRIME’s team of experts can help with:

Save taxes today, and maximize your future tax-free income tomorrow.

WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.

Save taxes today, and maximize your future tax-free income tomorrow.

How much can I save?

RetirePLUS

RothPLUS