WealthPRIME RetireWELL Solutions will expedite the client conversion process by delivering clear retirement plan illustrations at the click of a mouse. Waiting weeks to receive a lackluster and confusing illustration is a thing of the past.
Start using a proven and efficient tool that doesn’t monopolize your time and drain money needlessly from your marketing and sales budget. It’s time for RetireWELL.
Before you’re able to effectively qualify a client, you first need to ask the right questions. Do they want tax relief, to contribute more towards their retirement than 401(k) limits, retire in the next five years, accumulate wealth, or serve valued partners and employees? Once you understand this, you’ll be able to offer a retirement plan design that can help them reach their goals. With the emergence of the cash balance plan, often not well understood, there’s an opportunity for you to educate investors, business owners, and plan sponsors on how these plans, in combination with other retirement savings vehicles, can solve their financial problems.
RetireWELL allows you to upload a retirement plan census quickly and easily in just a few steps. It generates an illustration customized for your client’s unique scenario and estimates contribution amounts relative to employees and shows accumulated retirement balances over the course of 5, 10, and 15 years relative to employees.
In less than 60 seconds, you can give your clients a tangible and accurate wealth-building roadmap. Get ready to show clients a detailed pros and cons comparison of a SEP IRA, 401(k) with Profit sharing plan, and cash balance plan, relative to their financial profile.
RetireWELL brings the financial services industry into the digital age with revolutionary software and technology that streamlines the retirement plan sales process.
RetireWELL includes specific demographic and financial information beyond age and salary, giving clients a way to see an outcome that is completely unique to them.
Show your clients a tangible and real projection of both tax savings and wealth creation, along with what their Estimated Time to a Million™ dollars in accumulated assets will be.
When selling complex products like retirement and cash balance plans, you want to avoid confusing clients. RetireWELL offers easy-to-understand sales tools along with video explanations for clients along the way.
How would it feel to offer business owners an easy-to-understand and highly customized financial solution that helps clients build wealth, lower taxes, and offer retirement plan benefits to employees on a shorter timeline? And this is not your “ordinary” report. It also contains video tutorials for clients throughout!
Your dashboard is a central hub that houses all of your client data and shows your number of retirement plans, total plan assets, and report listing at a glance.
Inside your portal, you may run an unlimited number of reports with edit functionality that allows you to manually change data as needed.
Census is a critical component to any retirement plan prospecting illustration. RetireWELL makes downloading a census template and uploading census easy and fast.
We understand that during the discovery phase, census or employee data may need to change and you, as the advisor, may not always have information handy. You’re able to share a report link with your client and they can make changes directly to employee census in real time!
Access a full suite of prospecting and sales tools to grow your retirement practice with scripts, sales letters, videos, and more.
Want to email your reports? RetireWELL contains a feature that allows you to send the report directly to your clients and prospects by simply entering their name and email address. The software will handle the rest.
Learn from cash balance and retirement plan experts through exclusive training webinars and in-person events.
We’ve recently added two new reports to help you better demonstrate retirement options to you clients. Not all clients may want a cash balance plan, so you have access to a report that compares a SEP IRA to a 401(k) plan only.
If you ever have technical questions, get stuck on a feature, or even want help positioning a retirement solution, our call center is staffed with experts to help.
Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free.
* WealthPRIME™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and WealthPRIME™ is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources WealthPRIME™ believes are reliable; however, WealthPRIME™ does not warrant the accuracy, completeness or timeliness of such information. WealthPRIME™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WealthPRIME™ EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WealthPRIME™ HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WealthPRIME™, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.