WealthPRIME® DoublePLAY™

Reduce taxes and build wealth using life insurance.

Tax-efficient life insurance maximizes deductions and creates tax-free distributions at retirement.

DoublePLAY™ by WealthPRIME®

Increase retirement plan income by up to 40%, tax-free.

DoublePLAY™ shows clients how investing in life insurance inside a 401(k) plan can build wealth and eliminate taxes now and at retirement. With optimized pre-tax dollars, clients receive an instant tax deduction from retirement contributions used to pay insurance premiums – leaving families with millions in financial security.

Present complex retirement plan designs instantly

Enter the digital age and offer easy-to-digest reports with clear benefits and comparisons along the way.

Build commissions

Increase premiums with a proven tool and offer a life insurance solution that gives you a distinct advantage.

 

Tailor reports by client

Reports include client-specific demographic and financial information beyond age and salary, showing a retirement solution completely unique to them.

Forecast assets and tax deductions

Quantify tax savings and wealth creation for your clients and provide an Estimated Time to a Million™ (ETM) in accumulated retirement assets.

Quickly email clients

Send reports from inside your dashboard and never copy and paste again.

Save time with an intuitive interface

DoublePLAY’s interface requires a few key pieces of information such as client net worth, income, age, and desired annual contributions.

Create your first illustration for free.

Test drive DoublePLAY™ by WealthPRIME®

Two models to fit your business goals

for Financial Advisors, CPAs & Tax professionals

DoublePLAY™

Sell larger life insurance policies at scale and grow leads more efficiently.

for Institutional Partners

Private Labeling

DoublePLAY™ is a powerful solution that can enable your sales teams to close more life insurance policies inside qualified plans. If your firm or institution is interested in private labeling this software, please request a discovery call.

Success stories

On-Demand Customer Care

WealthPRIME’s team of experts can help with:

Reduce taxes and build wealth using life insurance.

Tax-efficient life insurance maximizes deductions and creates tax-free distributions at retirement.

Explore our digital wealth-building solutions

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.