WealthPRIME® RetireWELL™

Sell more retirement plans in less time.

Create a better lead generation strategy and triple your client conversions.

RetireWELL™ by WealthPRIME®

Convert clients faster by delivering clear retirement plan illustrations, instantly.

RetireWELL™ grows leads and revenue with efficiency and scale. Waiting weeks to receive a lackluster and confusing plan illustration is a thing of the past, while easily turning prospects into happy retirement plan clients.

Present complex retirement plan designs in 60 seconds

Enter the digital age with revolutionary software that streamlines the retirement plan sales process from start to finish.

Tailor reports for each client

One size does not fit all. Include specific demographic and financial information beyond age and salary, giving clients an outcome 100% unique to them.

Forecast assets and tax deductions

Show a real projection of both tax savings and wealth creation. Plus give an Estimated Time to a Million™ (ETM) in accumulated retirement assets.

Upload a client census, fast

Quickly upload a retirement plan census in three steps with our downloadable, pre-formatted template.

Compare plans

Introduce a pros-and-cons comparison of a SEP IRA, 401(k) with profit sharing plan, and cash balance plan.

Save time and email clients from your dashboard

Email reports from inside your portal and never waste time with copy and paste. Sharable links are also available that allow clients to view reports.

Create your first illustration for free.

Test drive RetireWELL™ by WealthPRIME®

Two models to fit your business goals

for Financial Advisors, CPAs & Tax professionals


Solve your lead generation problems once and for all. Start using a proven and scalable tool that doesn’t monopolize your time and drain money needlessly from your sales and marketing budget.

for Institutional Partners

Private Labeling

RetireWELL™ is a powerful sales solution that can enable your sales teams to close more retirement plan sales. 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:

Sell more retirement plans in less time.

WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.

Explore our digital wealth-building solutions


Convert more high-net-worth clients with cash balance plans that help business owners save over $100,000 per year in taxes.


Purchase tax-deductible life insurance to earn tax-free distributions at retirement.


Access alternative investments that generate maximum tax-savings and optimize wealth creation.