Sell More Retirement Plans in Less Time
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.
3 Steps to Delivering Real Financial Solutions to Your Clients
Identify Your Client’s Pain Points
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.
Upload Your Client Census
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.
Email Your Clients a Roadmap to their Secure Financial Future
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.
How RetireWELL is Different
Fill Pipeline and Convert Clients Fast
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!