Show your clients how investing in life insurance inside a retirement plan can pay out a $2 million, tax-free, lump-sum, death benefit.* WealthPRIME DoublePLAY has cracked the code and simplified the complex process of funding life insurance with tax-deferred dollars for your clients.
Help your clients leave a legacy and get more income at retirement.
Before you’re able to effectively qualify a client, you need to ask the right questions. Do they want to leave their family a lasting legacy of financial security? Are they worried about disability benefits? Do they want to maximize their income at retirement? Do they want tax-free death benefits or wealth preservation? Life insurance coupled with the tax saving benefits of a cash balance plan, gives your clients access to a powerful wealth-building solution not many know about.
WealthPRIME DoublePLAY includes a simple and intuitive interface that requires only a few key pieces of information such as client net worth, income, age, and desired annual contributions. Based on your client’s profile and demographics, the report shows their estimated annual distributions at retirement, tax-free, lump sum death benefit*, Estimated Time to a Million™ (ETM), accrued assets over the course of 5, 10, and 15 years, and more.
In less than 60 seconds, WealthPRIME DoublePLAY gives your clients a financial roadmap to success. Demonstrate how they can:
You’ll create better results for your clients while building your commissions by “unlocking” these hard-to-reach assets that currently total over $20 trillion dollars.
Larger tax-free distributions at retirement.
Tax-deductible contributions.
Life insurance acts as a hedge against market volatility.
Dividends are paid from the insurance company.
Pre-tax dollars are used to pay annual insurance premiums.
Families may receive a tax-free, lump-sum death benefit.*
Access to cash reserves in down market years prevent withdrawing from non-cash assets.
Larger retirement income (20-40% more).
Faster and more efficient wealth accumulation.
WealthPRIME DoublePLAY brings the insurance industry into the digital age with revolutionary software and technology that streamlines the retirement plan sales process.
WealthPRIME DoublePLAY includes specific demographic and financial information beyond age and salary, giving clients a way to see an outcome using life insurance inside a retirement plan 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 life insurance in retirement plans, you want to avoid confusing clients. WealthPRIME DoublePLAY offers an easy-to-digest report with clear benefits and comparisons along the way.
Personalize this report with your contact details and immediately create a distinct advantage over other life agents in your market. Plus, build a new revenue stream with higher commissions!
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 insurance reports.
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? WealthPRIME DoublePLAY 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.
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.