WealthPRIME understands that you need the right sales tools to help your business thrive and grow AUM. We’re continuously adding new tools to your library, and will notify you when your library is updated.

Positioning WealthPRIME to Your Clients

Selling retirement plans, and in particular cash balance plans, can be complex and the last thing you want to do is confuse or overwhelm your potential clients. Learn how to quickly and easily position WealthPRIME as a powerful solution.

Cash Balance Plan Basics

Cash balance plans have been growing in popularity for years and for good reason. This video gives you a detailed overview of what a cash balance plan is, how it works, and why it’s such an invaluable benefit for your high-net-worth clients. 

Understanding the 199A Tax Deduction

The 199A Tax Deduction is a little-known yet powerful incentive that can help your struggling clients further mitigate their tax burdens. Discover what exactly the 199A Tax Deduction is, how it works, and how it’s an additive solution to lowering Adjusted Gross Income (AGI).

Using Your Client’s Estimated Time to a MillionTM (ETM) as a Sales Tool

What if you could tell your clients the number of years it would take them to reach a million dollars in retirement savings? Now you can! This video describes what WealthPRIME’s proprietary Estimated Time to a MillionTM is and how you can lead from the front with this unique conversation starter.