Email Campaigns

Gone are the days where you need to create a proposal and your internal sales consultant sends it to the prospect on your behalf. The WealthPRIME platform will do this for you with the click of a mouse.

And you will also be notified as well when the email sends.

WealthPRIME helps you bring the right high-net-worth retirement plan clients into your business with efficiency and scale.

Soon, we’ll add an option for you to request that follow-up emails be sent to your prospect as well. Stay tuned.

Need help? Call us today at 855-PRIME-40 or schedule a consultation with one our advisors.

Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free.

Solutions

Contact

DISCLAIMER

* 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.