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Features to Help Your Practice Thrive

Multiple-Report Access

Depending on your membership level, you may run an unlimited number of WEALTH REPORTS as your prospecting and business development needs require.


Customize the WEALTH REPORT with your contact information and logo and differentiate yourself from the competition.

Expanded Calculator

Add additional questions to the calculator software to deliver a deeply customized, financial roadmap for your clients.


The standard WEALTH REPORT is two pages. Get access to a comprehensive, 8-page document that can act as your retirement plan sales proposal.

Prospecting Library

Access a full suite of prospecting and sales tools to grow your retirement practice with scripts, sales letters, videos, and more.

Historical View Access

See a snapshot of your report usage to track activity, assess demand, and follow up with prospects and clients.

Email Campaigns

Have the WEALTH REPORT sent directly to your clients and prospects by simply entering their name and email address. The software will handle the rest.

Sales Training

Learn from cash balance and retirement plan experts through exclusive training webinars and in-person events.

Plan Design Desk (coming soon)

Retirement plan design can be complex and requires trained practitioners to develop plans that suit varying client needs. Access a members-only call desk to support your plan design related questions.

Who WealthPRIME Was Built to Serve

Ready to Get More Leads and Build Assets Under Management without the High Cost and Frustration?